About Merovin Wealth
Merovin Wealth Management is built around a simple idea: thoughtful planning leads to better decisions. We focus on disciplined decision-making rather than short-term reaction. Our work is guided by a structured planning process designed to support sound choices across changing markets and life transitions.
Our approach is rooted in structure, transparency, and long-term thinking.
What We Believe
Clarity Creates Confidence
Clients deserve simple, direct explanations and a plan they value.
Discipline Beats Noise
Most value comes from avoiding costly mistakes, not chasing the next trend.
Planning is the Foundation
Investments should serve a plan—never replace it.
Our Team
Xhordi Xhokola
Xhordi Xhokola is a financial advisor who works closely with individuals and families to bring structure and clarity to their financial lives, from everyday decisions to lifelong goals.
He began his career on the institutional side of the industry, supporting advisors across the country on ETFs, SMAs, and alternatives. Today he puts that experience to work for the families he serves, pairing institutional-level insight with plain, personal guidance.
- Licenses Series 7 held with LPL Financial and Series 66 held with Pinnacle Financial Group and LPL Financial
- Insurance Life, Health and Accident
- Education B.S. Finance, Fordham University