You've got enough to think about. We'll take the lead on your personal finances so you can enjoy some peace of mind and extra time for yourself or for the business. Whether you're an accomplished business owner, partner at the firm, or running your own practice, our team understands the unique opportunities and challenges you're facing. You've worked hard to get here. As you start looking ahead to retirement or the next phase of your life, we'll help you get intentional about where you're heading.
Services
We are a fee-only, independent wealth management firm primarily serving accomplished dentists and physicians 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. Our planning process is as much about your life --your hopes and dreams-- as it is about the resources you use to get there.
As a busy doctor with a practice to run, we know your time is limited. Our three-phase approach to financial planning makes it easier to build wealth, one step at a time. For frequently asked questions about the firm and the type of clients we best serve, visit our FAQ Page. Once we can see the whole picture, we'll build a plan that works for you.
Reviews (1)
Matthew Giulianelli
Aug 02, 2017
Report
We have been with Merit Wealth Management for almost 5 years now. I was immediately impressed by how knowledgable Jeff Griswold and his team were. They are always accessible, prompt, and are there to guide us through the process of investing in ourselves and our future. Everything they do and recommend is of the highest integrity and I couldn't imagine partnering with anyone else on the journey! Highest recommendations!
