Meritum (n): merit, service, value, reward, benefit, kindness.
Welcome to Meritum Wealth Management, a full-service Registered Investment Adviser (RIA) firm based in Cincinnati, Ohio. Whether virtual or in-person, our mission is to offer ongoing support and guidance in helping you build a fulfilling financial legacy.
Changing The Industry Standard.
With over 40 years of collective industry experience, we created Meritum Wealth Management to offer our clients a better experience than what other firms offer, all while reducing the overall fees charged to clients.
Click below to find out what sets us apart from other advisors and wealth management firms.
Jason Lipps
Managing Partner
Chief Investment Officer
Vasili Zois, CFF, CTS™, CAS®
Managing Partner
Chief Compliance Officer
Individuals & Families
Major life events can happen at any moment. Whether good or bad, we can advise and assist you through your transition of marriage, divorce, the birth of children, the death of a loved one, career change, and retirement.
Business Owners
As a business owner, you often wear multiple hats. Are you unsure which retirement and benefits plan is best for your business? We implement and manage your business’ retirement and benefits plan so that you don’t have to.
How Confident Are You That Your Investments Are Being Managed Appropriately?
Are you over or under-diversified for your current goals and needs? Are you aware of how your current financial professional is managing your wealth? Are you aware of how much in fees and expenses you are paying for your investments?
These are all important questions to consider when it comes to your wealth.
Call us today for a free investment portfolio or financial plan review - no strings attached!
