Merrithew & Thorsten, Inc.

Merrithew & Thorsten, Inc. is a financial advisory firm based in San Diego, California, established in 1996 as Merrithew & Associates and later incorporated as Merrithew & Thorsten, Inc. The firm primarily serves professionals within five years of retirement or experiencing major life transitions. They focus on forming long-term, fiduciary relationships with clients, offering fee-only compensation through an annual retainer fee structure. Merrithew & Thorsten does not sell products or earn commissions, ensuring alignment with clients' best interests. The firm's investment strategy is based on asset allocation using Modern Portfolio Theory, aiming to reduce portfolio risk while enhancing returns. They emphasize tax planning to minimize clients' tax burdens legally and offer a holistic approach to financial planning, integrating tax, estate, and insurance planning. Merrithew & Thorsten provides ongoing portfolio supervision and rebalancing, with discretionary authority granted by clients. The firm's principals, Leslie R. Merrithew and Brandon E. Thorsten, hold certifications as Certified Financial Planners (CFP®) and Enrolled Agents (EA), ensuring high professional standards and ethical conduct. Clients are encouraged to review custodial account statements and can request additional information on the firm's practices and policies.