Your Solution to a Stress-Free Retirement, All in One Place!
Tired of having to call multiple advisors to review your investments, file your taxes, compare and sign up for Medicare plans, and coordinate your estate plan? Then we can help!
Investment Management
Tax Prep,
Filing, & Prep
Health & Medicare
Insurance
Estate
Planning*
Financial
Planning
Key Benefits of Working With Us
As an independent Registered Investment Advisor (RIA) firm, we work directly for you - no managers, sales quotas, or limitations on services or offerings that we can provide - and because we don't have large offices or TV commercials, we can typically offer more services at lower fees than many of our competitors.
Save Valueable Time & Avoid Stress
Work With a Fiduciary Advisor
Reduce Overall Fees
& Expenses
You will save precious time and energy knowing that all of your investment, tax, insurance, and estate advice will be coordinated together in one place.
Gain peace of mind knowing that all advice and solutions are always in your best interest - no conflicts of interest, limitations, or sales gimmicks.
By bundling various retirement services with one firm, you may be able to reduce your overall fees and expenses, making your retirement savings last even longer.
See Exactly How We Help Retirees Like You
As an independent Registered Investment Advisor (RIA) firm, we work directly for you - no managers, sales quotas, or limitations on services or offerings that we can provide - and because we don't have large offices or TV commercials, we can typically offer more services at lower fees than many of our competitors.
Roth Conversion
Pay Off Mortgage
S&P 500
NASDAQ
Dow Jones
Investment Management & Financial Planning
As an independent Registered Investment Advisor (RIA) firm, we help individuals manage their investment and planning needs to help them achieve their goals.
Fiduciary Investment Advice & Management
Low-cost Investing & Transparent Fees
Ongoing Financial Planning & Reviews
Child Tax Credit
IRA Contributions
Earned Income Tax Credit
Charitable Contributions
April 15th
Tax Prep, Filing, & Planning
Our in-house Enrolled Agents (EA) or Certified Public Accountants (CPA) can assist with all of your tax prep, filing, or planning needs.
Annual Tax Filings (Federal, State, & Local)
Proactive Tax Planning & Reviews
Ongoing IRS Representation & Dispute Resolution
Term Life
Whole Life
Long-Term Care
Comprehensive Insurance Solutions
Our firm independently represents nearly every insurance company in the U.S. and can help you with all of your health, life, disability, or long-term care insurance needs.
Medicare, Healthcare.gov, & Independent Health Insurance
Life, Disability, & Long-Term Care Insurance
Annuity Products & Income Solutions
Estate Planning Review & Coordination
Whether it be through our network of experienced and qualified attorneys or by utilizing one of your existing relationships, we will help coordinate and plan your overall estate plan to ensure protection and peace of mind, and eliminate hassles and headaches.
Connect With a Local Trusted Attorney
Review Current Estate Plan & Make Any Changes
Ongoing Reviews, Updates, & Planning
Why We Do What We Do
Meritum (n): merit, service, value, reward, kindness
These are the values we wish to provide to our clients each day - real advisors, real people, real relationships, real advice.
Frequently Asked Questions
Ready to Take the Next Step and Live a Stress-Free Retirement?
By offering most tax, investment, planning, and insurance services in-house, we are dedicated to helping you reduce fees and save time when it comes to helping you achieve your financial goals and needs. You will gain peace of mind knowing all of your affairs will be coordinated, aligned, and managed with one simple phone call.
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Legal
Contact
Cincinnati, Ohio
Meritum Wealth Management LLC 2025
"Meritum Advisors" is a marketing name, or "DBA", for Meritum Wealth Management LLC, a Registered Investment Adviser. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. All investments have the potential for profit or loss. Investments involve risk and, unless otherwise stated, are not guaranteed. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio.
The information on this site or in emails is designed for educational purposes only. Content on this website regarding financial planning, investment, tax, or legal topics should not be relied upon, standing alone or without the guidance of a capable professional, to support personalized decision-making by or affecting individual clients.
The firm only conducts business in states where it is properly registered or is excluded from registration requirements. The information presented is believed to be current. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein.
Tax preparation, filing, planning, and advisory services are offered to clients through Meritum Tax Advisors LLC, an independently owned tax services firm.
Insurance products are sold through The Zois Group LLC, an independently owned insurance agency. While we always strive to advise clients with their best interests in mind, insurance products and strategies may pose a conflict of interest due to the commissions that such products and strategies pay. Note that advisors working in an insurance capacity may pose some level of conflict of interest and may not be working fully in a fiduciary capacity.
* Estate planning services are performed by third-party licensed attorneys and firms, and are considered a separate service and fee. Meritum Advisors (Meritum Wealth Management, Meritum Tax Advisors, and/or The Zois Group) do not provide legal advice or services.
To learn more about our firm, click here to view our Form ADV.