WELCOME TO MERIT WEALTH MANAGEMENT
We are a fee-only, independent wealth management firm serving accomplished business owners across the country.
Our main office is located in the idyllic town of Bend, Oregon.
For frequently asked questions about the firm and the type of clients we best serve, visit our FAQ page.
We want what’s best for you. Period.
As fee-only fiduciaries, we put your interests first. No sales, no commissions – just sound, research-based financial advice.
We Enjoy Being
We want our relationship to be collaborative and enjoyable.
Finances don't need to be boring or stuffy. We enjoy getting to know our clients on a personal level.
We Care About
This is about more than your money.
Our planning process is as much about your life --your hopes and dreams-- as it is about the resources you use to get there.
The long-term game is won with small daily victories. Are you tracking your cash flow personally and in your practice? What is your current net worth? Do you have a debt reduction plan in place? Is your total debt a reasonable percentage of your assets? It can get overwhelming fast, but that's why we're here.
Low-cost and long-term investing backed by extensive research. We don't try to time the market or pick the next hot stock; rather, we believe in maintaining broad diversification across all markets using reputable, low-cost fund companies such as Dimensional Fund Advisors (DFA).
We work alongside the other professionals in your life to make sure we're all on the same page. Do you have the appropriate levels of withholding and estimated tax? Do you have the right insurance --at a reasonable cost-- in case of a catastrophe? Do your account beneficiaries and estate documents match your current wishes? Let's double-check.
Education expenses are more costly and complex than ever. Do you know how much you should be (and can safely afford to) save each month? Are you getting all of the educational tax breaks you deserve? If covering the cost of a loved one's education is important to you, we're in your corner and ready to help.
Practice because you want to, not because you need to. That's what financial independence is all about. What is your financial independence number? How confident are you that you won't run out of money in retirement? With the help of our powerful software, we'll run detailed projections that can give you peace of mind.
Support the people and organizations you love. Are there special people or causes you'd like to support financially? From charitable gifting during your lifetime to leaving an inheritance to the ones you care about most, we enjoy helping our clients find personalized ways to pay it forward.