Merit Wealth is an independent advisory firm focused on helping physicians, dentists & accomplished families plan for and enjoy their preferred financial futures.
We specialize in working with dentists and physicians (as well as other accomplished professionals) who have achieved significant success in their fields. Our team understands the unique opportunities and challenges in front of you and how to create a comprehensive long-term plan around them.
With all the demands on your time, developing and implementing smart strategies for your finances isn’t easy. We’ll partner with you to help guide and manage your financial goals, so you can focus on living your life, confident that you have a sound, evidence-based plan in place.
Your success is not an accident. You’ve worked very hard to get here. As you prepare for financial independence or the next phase of your life, we’ll help you be intentional about your vision, values, priorities, and goals.