Join us for a private educational event and learn how to legally divorce the IRS from your retirement accounts and build a foundation of tax-free retirement income.

In testimony to congress on how to "fix the nation's debt" problem, the Honorable David M. Walker, CPA, said:

“...the tax rate for the lowest tax bracket would have to be increased from 10 percent to 25 percent; that tax rate on incomes in the current 25 percent bracket would have to be increased to 63 percent; and the tax rate of the highest bracket would have to be raised from 35 percent to 88 percent.”

-David M. Walker in the 2008 CBO Report: The Long-Term Economic Effects of Some Alternative Budget Policies

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Ways to help defuse the tax time bomb in your retirement accounts

How to calculate your total taxes in retirement accounts such as IRAs and 401Ks – it's more than you think

Methods to help insulate yourself from the coming tax increases

Strategies to help decrease your IRS retirement fees (taxes) without sacrificing net income

Ways to help make your retirement assets work together holistically, reinforcing your retirement goals

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As founder and president of Merit Advisors, J.B. Howard is an Investment Adviser Representative (IAR) whose passion for financial literacy and client empowerment is rooted in his childhood.

Raised by a single mom who worked full time just to be able to provide the necessities for her children, J.B. learned the value of hard work and careful financial decisions. He began working as a caddy when he was 13, which eventually helped him attend college on a caddy scholarship and fueled his passion to become financially literate and share his knowledge with his mom and others so they could pursue their retirement dreams.

J. Burke (JB) Howard
RFC®, CSA, CLU®

Phone: 614-686-3748

Email: info@meritadvisorsllc.com

Website: www.meritadvisorsllc.com

In 2001, J.B. joined Dome Financial Services, an independent firm founded by his father-in-law, Rick Gostel, who had more than three decades of experience. J.B. went on to open Merit Advisors in 2005.

J.B. has passed his Series 66 securities exam and holds life and health insurance licenses in several states, enabling him to offer both investment strategies and insurance products and services. He also has earned designations as a Registered Financial Consultant, Chartered Life Underwriter and Certified Senior Advisor.
He believes it’s essential to find a team that can navigate all aspects of a financial strategy – for retirement income strategy, tax-efficient strategies and legacy planning to wealth creation strategies and asset management.

“Find someone you can trust who will not just tell you what to do but who understands what’s going on in the world from a macro standpoint,” J.B. says. “Someone who can make adjustments to your plan according to your goals as well as what’s going on in the world.”

A graduate of Bowling Green State University, J.B. is on the board of the Fellowship of Christian Athlete’s Whole In One ministry and a member of New Life Church in Mount Vernon, Ohio. He also is a longtime supporter of Westerville Area Resource Ministry, The Navigators and the Alzheimer’s Association.

J.B. and his high school sweetheart, Krista, have been married for more than 22 years and have two children, Kyler and Kennedy. The family lives on a homestead in Gambier and cares for a flock that includes chickens, alpacas, two barn cats, a llama, a horse named Oliver, a chocolate labrador retriever named Finley and a pug named Mo.

When he isn’t helping clients, J.B. enjoys hiking, mountain biking, golfing, endurance events such as the 29029 Everest hike, paddleboarding and kayaking.

OR

Join us for a private educational event and learn ways to help build a foundation of tax-reduction retirement income.

OR

Join us

OR

Join us for a private educational event and learn how to legally divorce the IRS from your retirement accounts and build a foundation of tax-free retirement income.

OR

Join us

OR

As founder and president of Merit Advisors, J.B. Howard is an Investment Adviser Representative (IAR) whose passion for financial literacy and client empowerment is rooted in his childhood.

Raised by a single mom who worked full time just to be able to provide the necessities for her children, J.B. learned the value of hard work and careful financial decisions. He began working as a caddy when he was 13, which eventually helped him attend college on a caddy scholarship and fueled his passion to become financially literate and share his knowledge with his mom and others so they could pursue their retirement dreams.

J. Burke (JB) Howard
RFC®, CSA, CLU®

Phone: 614-686-3748

Email: info@meritadvisorsllc.com

Website: www.meritadvisorsllc.com

In 2001, J.B. joined Dome Financial Services, an independent firm founded by his father-in-law, Rick Gostel, who had more than three decades of experience. J.B. went on to open Merit Advisors in 2005.

J.B. has passed his Series 66 securities exam and holds life and health insurance licenses in several states, enabling him to offer both investment strategies and insurance products and services. He also has earned designations as a Registered Financial Consultant, Chartered Life Underwriter and Certified Senior Advisor.
He believes it’s essential to find a team that can navigate all aspects of a financial strategy – for retirement income strategy, tax-efficient strategies and legacy planning to wealth creation strategies and asset management.

“Find someone you can trust who will not just tell you what to do but who understands what’s going on in the world from a macro standpoint,” J.B. says. “Someone who can make adjustments to your plan according to your goals as well as what’s going on in the world.”

A graduate of Bowling Green State University, J.B. is on the board of the Fellowship of Christian Athlete’s Whole In One ministry and a member of New Life Church in Mount Vernon, Ohio. He also is a longtime supporter of Westerville Area Resource Ministry, The Navigators and the Alzheimer’s Association.

J.B. and his high school sweetheart, Krista, have been married for more than 22 years and have two children, Kyler and Kennedy. The family lives on a homestead in Gambier and cares for a flock that includes chickens, alpacas, two barn cats, a llama, a horse named Oliver, a chocolate labrador retriever named Finley and a pug named Mo.

When he isn’t helping clients, J.B. enjoys hiking, mountain biking, golfing, endurance events such as the 29029 Everest hike, paddleboarding and kayaking.

With a unique background in finance and entrepreneurship, Anthony crafts comprehensive strategies to help his clients pursue their ideal retirements.

Anthony is especially committed to help others create tax-efficient strategies, to help them avoid the mistakes he made upon selling his landscaping enterprise in 2014 — mistakes that prompted him to become a vigorous learner of tax issues and strategies. After spending years studying characteristics of wealth accumulation, he considers it his mission to help educate clients on the principles of growing, preserving and transferring wealth.

Anthony J. Mampieri
Advisor

A financial professional who is licensed to offer insurance and investment products and services, Anthony came to Merit Advisors in 2018 after working as an advisor for Goldberg, Clouse & Edgell from 2014 to 2017. He has passed the Series 7 and 66 securities exams. He graduated in 1997 with a bachelor’s degree in finance from Miami University in Oxford, Ohio.

Anthony advises clients to focus less on their day-to-day returns and more on leaning into income strategies that can serve as a “roadmap that can help you achieve all your goals and dreams in retirement.” He also believes it is imperative to have strategies to help minimize taxes in retirement.

Anthony and his wife, Leeanne, have been married for more than two decades and have four wonderful children: Luca, Vincent, Cristiano and Talia. The family lives in Pickerington, Ohio, and has a chocolate labrador retriever named Charlie.

When he isn’t working, Anthony enjoys watching his children in their various activities, spending time with his family at the neighborhood park or pool, taking walks, golfing with friends and clients, and joining Leeanne for an occasional date-night dinner and glass of wine.