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.

See Our Services

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.

Erin T. Fontana - Attorney at Law

Erin T. Fontana is an empathetic and experienced Attorney at Law whose passion lies in helping individuals and families navigate the complexities of planning for the future. With a background in Business and Bankruptcy Restructuring, Erin discovered her true calling in guiding clients through life's tough legal discussions. Her commitment to client well-being is evident in her belief that she is always just a call away for any question or concern. Erin's dedication extends beyond her legal expertise, as she actively participates in community organizations. With seven years of experience at Warren & Fontana, LLC, Erin's journey reflects her swift ascent to partner status, showcasing her comprehensive and personalized approach to legal services. Erin Fontana is not just an attorney; she is a trusted advocate and resource for those seeking guidance in securing a thoughtful and secure future for their loved ones.

Professional Development

Education

Graduated magna cum laude from Washington and Lee University with a dual degree in Economics and Romance Languages. Earned her Juris Doctorate from Boston College Law School, graduating summa cum laude while acting as a Senior Editor of the Boston College Law Review.

Experience

Erin has practiced estate planning, probate administration, long-term care planning and residential real estate for the past 7 years. She clerked for the Honorable Peter J. Walsh Chief Judge of the United States Bankruptcy Court for the District of Delaware. And was an Associate in the Bankruptcy and Business Restructuring Group of Ropes & Gray, LLP.

Community

Erin is an active participant in the Medfield Community and has spent numerous years serving on the Executive Boards of the New ‘N Towne Club of Medfield, Inc., the Ralph Wheelock and Dale Street School PTOs, and the Medfield Coalition for Pubic Education.

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.

Disclosure

Securities offered through Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (KestraAS). Kestra IS and Kestra AS are affiliated entities. Kestra IS and Kestra AS are not affiliated with Meritrust Wealth Management. Investor Disclosures https://bit.ly/KF-Disclosures.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-553-7872.

Wealth management and financial planning; for individuals and businesses.