Family-Run · Fee-Only · Dayton, Ohio
Dayton's independent
wealth management
firm.
Merten Capital was founded on a simple idea that people deserve honest, independent financial guidance from advisors who actually know them. We're a family-run firm in Dayton, Ohio and we're in this for the long term. So are our clients.
What We Do
Financing your future
Investment Management
The decisions you make today lay the foundation for a successful lifetime and legacy. We build portfolios aligned with your full financial picture — not a one-size-fits-all model.
Financial Planning
Money doesn't have to be complicated. We guide clients across every aspect of their financial life — from budgeting and saving to retirement, estate planning, and beyond.
Tax Strategies
Don't pay more than you owe. Tax laws are complex and always shifting — we build proactive strategies that keep more of your money working for you year after year.
Complimentary · No obligation
Discover Your Personal Risk Profile
Not sure where you stand? Take our free 5-minute analysis to understand your investment risk tolerance and see how it should shape your strategy.
START FREE ANALYSIS →Personalized risk score
A custom score based on your goals, timeline, and comfort with market volatility — not a generic template.
No commitment required
Completely free with zero obligation. Just valuable, honest insight into where you stand today.
Talk to a real advisor
After your analysis, we walk you through what the results mean for your situation — in plain language.
Sample score
Moderate
