About Merino Wealth
Your equity comp deserves a specialist.
Merino Wealth was founded for professional women whose equity comp has become the most complex part of their financial life.
Jessica Merino, CFP
Founder & Lead Advisor
Meet Jessica Merino
Jessica founded Merino Wealth because she saw a gap. Professional women with significant equity comp often couldn’t find an advisory practice that combined equity-comp depth with a service model built around their specific situation. That gap is what Merino Wealth exists to fill.
At nine, she was the kid asking about stocks. By high school, she was investing her own money. She studied Finance, Investments, and Banking at the University of Wisconsin-Madison, then spent 12 years at a large financial firm, where she saw firsthand how often equity compensation falls outside the scope of generalist planning.
Jessica lives on Chicago’s North Shore with her husband and son. Books, golf, and travel fill her time away from the office.
- Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP)
Certified Investment Management Analyst® (CIMA) - State registrations
- Illinois · California · Georgia
- Fiduciary Status
- Fee-only, 100% of the time
- Based in
- Chicago, Illinois
What we believe
Money is a tool.
Not a scorecard. Not an identity. A tool for building the life you actually want. Our work is helping you keep that tool sharp.
A specialty, not a restriction.
Many of our clients are women navigating equity comp at major companies, and we built the firm around their priorities. But great advice isn’t gendered. If you want an advisor who takes your situation seriously, equity comp or otherwise, we’d love to work with you.
Complexity is our job, not yours.
Your equity comp is complex. Your tax situation is complex. Your financial plan connects dozens of moving pieces. That complexity is our problem to solve, so it doesn’t have to be yours.
No question is stupid.
Especially the ones about your RSU vesting schedule, your ISO exercise window, or whether your ESPP discount is worth the concentrated risk. Ask anything. That’s what we’re here for.
Let’s find out if we’re the right fit.
A short intake tells us both whether we’re the right advisor for your situation.