Merit Wealth is an independent advisory firm based in Bend, OR, dedicated to assisting physicians, dentists, and accomplished families in planning and achieving their financial goals. Specializing in working with professionals who have attained significant success, their team provides personalized advice and comprehensive long-term financial planning.
With a focus on bringing order and organization to clients' financial lives, Merit Wealth offers proactive and accountable guidance to help individuals navigate life transitions and make informed decisions. Grounded in data and evidence, their objective approach aims to replace emotion with objectivity, fostering a strong partnership with clients to achieve their most important long-term goals.
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