The CNBC FA 100 celebrates the advisory firms that top the list in 2019 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2019 Financial Advisor 100

49. Meritage Portfolio Management

Meritage Portfolio Management was launched in 1991 when the company's four founding partners branched out on their own. Meritage provides personalized investment management on a discretionary basis to individuals, families and a variety of institutional clients including employee benefit plans, foundations, endowments, and public funds.

Total AUM: $1.53B+

Years in Business: 28

Accounts Under Management: 1,228


  • Mark Eveans, President & Principal
  • James M. Klein, Principal & Senior Portfolio Manager


7500 College Boulevard, Suite 1212, Overland Park, KS 66210

(913) 345-7000