Merited Wealth, LLC

Merited Wealth, LLC Merited Wealth is an Independent RIA focusing on Financial Planning and Investment Management

https://linktr.ee/meritedwealth

You are unique. Your goals and needs should be the basis of any financial strategy you follow.
10/09/2026

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
10/07/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

For a small business, the loss of a key person could cause financial hardship.
10/02/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.
09/30/2026

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.

The item most homeowners forget on their home improvement project checklist is insurance.

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.
09/28/2026

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
09/25/2026

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

What every parent needs to know about insuring his or her teen driver.
09/23/2026

What every parent needs to know about insuring his or her teen driver.

Tips on insuring your teen driver.

We're proud to share that Merited Wealth was recently named among the South's leading RIAs by InvestmentNews.Their featu...
09/22/2026

We're proud to share that Merited Wealth was recently named among the South's leading RIAs by InvestmentNews.

Their feature, "Southern RIAs Find Strength in Niche Expertise," highlights a trend we've built our practice around: deep client relationships and focused expertise can outperform scale alone.

At Merited Wealth, that's always been our approach — getting to know our clients, understanding what matters to them, and building financial plans around their real lives, not a one-size-fits-all model.

Read the full feature here:

The region’s standout firms prove that concentrated services, unified teams, and close relationships can outperform industry scale

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.
09/21/2026

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.

Learn how to address the challenges that women face when planning for retirement.

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.
09/18/2026

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

Address

1666 79th Street Causeway, Suite 501
Miami, FL
33141

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4am
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+13057220091

Website

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