Fee-Only Financial Planning That Helps You

REACH YOUR POSSIBILITIES

How can you reach your financial possibilities while staying true to what’s important to you?

With qualified FINANCIAL advice, that’s how.

Merino Wealth is a fee-only financial advisory firm. We take a down-to-earth approach to support clients navigating their personal financial planning paths with a focus on:

Retirement planning
Employee benefits consultation
Education funding
Cash flow management
Insurance review and planning
And more!

Personalized savings strategies
Investment management
Business financial planning
Tax diversification
Family finances
Socially responsible investing

SCHEDULE AN APPOINTMENT

As a fee-only CERTIFIED FINANCIAL PLANNER™, we meet the very highest requirements in the industry in terms of ethics, education, experience and exam. We are uniquely qualified to help individuals pull their finances together, solve financial problems, and make a plan to achieve their financial goals.

We accept all clients without discrimination or bias, but we have a strong passion for helping women to get more out of their financial lives. Our specialty lies in helping Gen X, Xennial, and Millennial female entrepreneurs to manage their busy financial lives. We believe that financial planning for all women is important, and women deserve to feel comfortable and confident in their financial decisions.

Feel less stressed and more confident in your financial decisions.

Make more efficient progress towards your financial goals.

Receive clarity on where your money is going.

Obtain on expert opinion on what’s going on with your portfolio.

Transfer the legwork of your financial planning to team of experts.

Receive a holistic view of your financial situation.

Get clarity on your financial goals and priorities.

SCHEDULE AN APPOINTMENT