James Scoffin CPA

Merrithew Thorsten, Inc. is a personal financial advisory firm based in San Diego, CA, dedicated to providing comprehensive financial planning to middle America on a fee-only basis. With a focus on forming long-term, fiduciary relationships, they create, implement, and manage holistic financial plans that minimize client expenses and eliminate conflicts of interest. Their fee-only compensation structure ensures that clients' best interests are always the top priority, and their holistic approach ensures that all aspects of clients' financial lives are taken into consideration. With a team of experienced professionals, including Leslie Merrithew and Brandon Thorsten, Merrithew Thorsten, Inc. offers services such as investment planning, financial planning, estate planning, and retirement planning. They do not sell any products and earn no commissions, ensuring that their recommendations are solely based on clients' satisfaction. Their dynamic and proactive approach to financial planning sets them apart from the rest of the industry, providing clients with complete, integrated plans that evolve with their changing needs.Generated from the website