About My Practice
Merrithew & Associates is a Fee-Only Financial Planning Firm dedicated to providing comprehensive financial planning on a Fee-Only basis.
We receive no fees or commissions from any other source than our Clients. Our goal is to form long-term fiduciary relationships with our clients in order to create, implement and manage holistic financial plans on an on-going, proactive basis. We seek to minimize client expenses and to eliminate all conflicts of interest between our clients and ourselves. Trust is the central element in the client/advisor relationship. By working with clients on a continuous basis and eliminating all conflicts of interest, our clients can be certain that we have only their best interest in mind.
Les Merrithew,CFP, EA has assisted clients with their finances for over 30 years. Les has managed brokerage offices but for the past 12 years he has been Fee-Only and feels this is a much more ethical business Model.
Brandon Thorsten, MS CFP, EA has been assisting clients in all areas of financial planning for the past 15 years. Brandon recently completed his Masters In Personal Financial Planning.
We are dedicated to Fee-Only Planning, we strive to maintain long term relationships with our clients and their family's.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65, 66
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Brandon Thorsten, Masters In Financial Planni, EA
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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