Merit Wealth Management LLC

Merit Wealth Management LLC is a boutique Virtual Family Office located in Bend, Oregon, specializing in serving healthcare entrepreneurs, including dentists and physicians, as well as accomplished attorneys. As a fiduciary fee-only firm, Merit Wealth is legally committed to acting in the best interests of its clients, providing personalized financial planning and management services tailored to their unique needs.

The firm offers a comprehensive approach to financial advice, focusing on organizing financial situations, anticipating life transitions, and maintaining accountability through regular progress reviews. By emphasizing education and objective decision-making, Merit Wealth partners with clients to develop evidence-based strategies that align with their long-term goals and values.

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