Brett Stahl

If you found your way here through one of our radio programs, you’re likely thinking more seriously about your retirement and looking for clarity on what comes next.

Brett’s approach to retirement planning is shaped by both personal experience and years of working with individuals and families navigating this important stage of life. After witnessing his own parents face the challenges and uncertainties of retirement, he developed a deep understanding of what truly matters…clarity, confidence, and a plan that supports the life you want to live.

Today, Brett works with people who are nearing or already in retirement and want more than just investment advice. He focuses on helping clients bring structure to the bigger picture…retirement income planning, investment strategy, tax-efficient withdrawal planning, healthcare considerations, and legacy planning…all aligned into one clear, coordinated strategy.

His goal is simple: to help you understand where you stand today, identify what decisions matter most, and move forward with confidence…without unnecessary complexity or pressure.

“Whether it’s our team here at Merit Advisors or another firm, the most important thing is finding a team that helps you see the full picture so you can make confident, informed decisions about your retirement.”

Outside of his work with clients, Brett is deeply rooted in the Dublin community. He and his wife, Heidi, opened YogaSix Dublin in 2020 with the goal of creating a welcoming space for connection and wellness in the Dublin, Bridge Park area. They have two children, Michaeli and Nicholas, and a Golden Retriever, Elo.