​Merino Wealth Management is a Chicago-based, fee-only financial advisory firm that offers personalized financial planning and investment management services. Founded in 2016, the firm specializes in serving Gen X, Xennial, and Millennial female entrepreneurs, providing a range of services including retirement planning, employee benefits consultation, education funding, cash flow management, insurance planning, business financial planning, tax diversification, and socially responsible investing.

Merino Wealth emphasizes a down-to-earth approach, aiming to help clients feel more confident and less stressed about their finances. Their comprehensive planning packages start at $4,000 per year, plus a percentage of assets under management, with additional fees based on the complexity of services provided. The firm operates from its office at 20 N. Wacker Dr., Suite 3120, Chicago, IL 60606, and is led by CERTIFIED FINANCIAL PLANNER™ Jessica Merino.