We See the Forest For the Trees.
Fostering Growth and Celebrating Shared Success
Welcome to Meritrust Wealth Management, where our rich history, dedicated team, and steadfast core values converge to offer unparalleled financial expertise. Dive into our journey, learn about our skilled professionals, and discover the principles that guide us in delivering exceptional wealth management services.
Our History
Meritrust Wealth Management, established in 1999, originated from the innovative vision of partners at MCM CPAs & Advisors LLP. This inception marked the beginning of a synergistic blend of wealth management with expert tax and accounting services. Over the years, Meritrust has grown substantially, guided by referrals from both experienced CPAs and our satisfied clients.
Redefining Wealth Management Since 1999
Our journey has been characterized by a commitment to integrating financial planning and investment management with the precision of CPA expertise. This unique approach has solidified our reputation and presence, particularly in the Kentuckiana and southern Ohio regions, making us a trusted name in the wealth management sector.
Our Core Values
Client First
At the heart of our business is the bond we build with our clients. With every person we meet, and in every interaction at our firm, we always put your needs first.
Confident
Our confidence comes from experience and knowledge. We've seen it all, and are constantly educating ourselves to stay ahead.
Collaborative
Our team is dedicated to fostering a collaborative environment. We don't just work within our team, we'll join with your existing advisors. Your team extends beyond just what you see here.
Curious
As advisors driven by curiosity, we're always looking for the best solutions for our clients. We navigate complexity and change to discover innovative strategies.
Competent
Meritrust is host to collective experience that exceeds 170 years, and a diverse team that includes JDs, CFPs, CPAs, MBAs, and more.
About Kestra Financial
Kestra Financial serves as Meritrust’s Broker Dealer. Since 1997, Kestra Financial has partnered with sophisticated financial advisors who provide their clients with superior service.
Kestra’s independence has created even more flexibility today to do what’s right for the advisors and their clients; with an industry-leading technology platform and offering a wide range of tools and services – all to help them achieve their goals. For more, visit www.kestrafinancial.com.
About National Financial Services (NFS)
National Financial Services LLC (NFS), a subsidiary of Fidelity Investments, plays a pivotal role in the background of every trade and statement. As an industry leader, NFS ensures that critical processes like trade processing, clearance, and client reporting are handled with utmost efficiency. Handling tens of thousands of transactions daily for millions of investors, NFS is equipped with the vision and resources to offer innovative services well into the future.
Your advisor benefits greatly from the robust service relationship that Commonwealth has with NFS. This partnership allows us to concentrate on delivering personalized and comprehensive investment services, knowing that the strength, knowledge, leadership, and experience of NFS are dedicated to servicing every investor’s account with top-tier industry standards. This ensures that we can focus on helping you achieve your financial goals with the assurance of industry-leading support.
Let's Get Started
Interested in exploring new possibilities? Let's connect and discuss how we can collaborate on your journey. Reach out to us today – we're here to listen and guide you towards your goals.
