Merriman | Wealth Management

What are your financial blind spots?

Virtually every new client comes to us with some areas of risk they don’t even realize they are taking, and it’s our job to help get them back on track. Do you know what your blind spots are?

Take this quiz to find out!

How we help

We employ a proactive and collaborative process to understand who you are and what you want to accomplish so we can implement a customized plan for all areas of your financial life: Investments, taxes, estate planning, insurance, charitable giving, and more.

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Just 15 minutes is all it takes to get answers to any initial questions you might have and get you set up with a free consultation with a Merriman Wealth Advisor.

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Check out our free eBook resources

Our comprehensive guides will help you address complex topics from taxes to Social Security and more!

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Who we are

Merriman was founded in 1983 as a fee-only investment advisory firm with a strong focus on excellent service, smart investing and long-term goals. We’ve grown significantly since then, and have also come to realize that investment advice is only a small piece of the puzzle.

Our process

To help our clients be truly successful in achieving their goals, we offer a comprehensive approach to wealth management that includes not only investment planning, but also encompasses taxes, estate planning, insurance, risk management, charitable giving and more.

How we think about investing

Investing is a sort of science. Our investment philosophy is grounded on decades of academic research, and relies on objective data rather than emotions and forecasts. Above all, we seek to balance return and risk considerations over longer-term time horizons.

Lifestyle Drift

Have you ever thought if you only made more, you would be able to save more? Most of us have, and then we spend more.

Fall Items to Check Off Your List

With fall right around the corner, take the time to revisit your retirement accounts, eligible tax deductions, beneficiary designations, and employer benefits to ensure that you’re set up for the start of next year.

My Spouse Wants a Divorce, Now What?

Divorce is scary. Having a team and helpful tools will make the process easier. You’re not alone.

When Your Will Isn’t Enough

End of life matters aren’t something we generally want to discuss, but doing so can greatly ease the stress of your loved ones during a difficult time. Use this checklist to state your intentions!

Make sure your professional team is working hard for you.

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Client Service Account Specialists – Who are we and what do we do?

Each part of the wealth management process presents potential challenges. Merriman helps solve these challenges with the help of a professional team of advisors, researchers, and operations staff, with the client services department acting as the glue that holds it all together.

#goals

Want a new car, a second home and to pay off your debt? Read Wealth Advisor Aimee Butler’s article to learn how to prioritize your goals!

Why Advisors Need Advisors

Have you ever heard the proverb about the cobbler’s children? It essentially states that the cobbler’s children, although surrounded by well-made shoes, have the most worn out shoes. Or that doctors are the worst patients? The same can be said for wealth advisors.

Not All CFPs Are Equal

It’s true, not all CFP® professionals are created equal. This article discusses why you might want to seek out a CFP® and some common differences to help you in your search. It’s important to educate yourself on what financial planning really means and to ask a lot of questions before deciding who to hire.

Hiring a Financial Advisor

So you’ve decided to hire a financial professional to help you navigate your future. You’ve talked to friends and family members, and while you trust their recommendations, putting your financial future into the hands of someone else is a very big deal. You need to do...