Meritrust was founded in 1999 by several partners of MCM CPAs & Advisors LLP (formerly Mountjoy Chilton & Medley LLP), a regional accounting firm headquartered in Louisville, Kentucky with offices in Lexington, Cincinnati, Jeffersonville and Indianapolis. Those partners saw the value of combining wealth management and comprehensive financial planning with the tax and accounting expertise of the CPA firm. Every client deserves to have a “trusted advisor” relationship with their CPA firm so allowing for a combined, seamless experience with your investment management “trusted advisor” is very effective in achieving your overall financial goals.
Since 1999, Meritrust has grown through referrals from MCM as well as referrals from existing satisfied clients. The Meritrust advisors include eight full-time financial advisors complemented with a “Client First Team” of administrative assistants. Over 400 team members with MCM CPAs & Advisors stand ready to provide additional expertise in tax, accounting, estate and trust administration, family business consulting and executive compensation. The depth of knowledge at Meritrust is unsurpassed in the Kentuckiana and southern Ohio region where it operates.