Prospective Clients
Thanks for your interest in Merino Wealth! At this time, we are not accepting new clients. We will begin onboarding again in January 2026. If you'd like to be notified when the calendar opens, you’re welcome to join the waitlist.
Starting in January 2026, all initial consultations will be provided on a flat-fee basis. Details will be shared in advance with those on the waitlist.
Need Help Sooner?
If your financial situation is time-sensitive or you’d prefer not to wait, please check out these trusted resources to find an advisor:
XY Planning Network Find an Advisor
CFP® Board Find a CFP® Professional
Financial Planning Association FPA PlannerSearch®
Contact Us
Do you have a question about our services or want to know more about we can help you? We'd LOVE to hear from you! Please fill out this form and we will do our very best to get back to you as soon as possible.
Our Office
2700 Patriot Blvd Suite 250
Glenview, IL 60026
United States
312-809-1109
info@merinowealth.com