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Laryssa Freeman

CFP®

Firm: Meritage Wealth Management

Location: In Person and Virtual

As the Founder of Meritage Wealth Management, a fee-only financial planning firm, I partner with hard working Americans who have diligently invested for retirement and lived below their means. Now, they’re looking for guidance on how to best manage and enjoy their assets in retirement—a time when things can get more complex and strategic.

Having worked with retirees since 1999, I understand how overwhelming the choices can feel. Many of my clients felt the same way before we began working together. But with a trusted, knowledgeable guide by their side, they’ve found peace of mind.

Retirement planning isn’t just about numbers—it’s about building relationships. I value long-term, meaningful connections with my clients. If you’re a kind person looking to delegate your financial and tax planning to focus on enjoying retirement, I’d love to hear from you.

Please note, I have a new client investment minimum and am not a good fit for C-suite executives, those whose wealth was inherited or is mainly in real estate, or anyone who isn’t grateful to live in this wonderful country of ours. 🇺🇸


  • NicheNiche / Specialty: Retirees
  • NicheYears of Experience: 24