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.
What to Do When the Pandemic Forces an Early Retirement
Because of the pandemic, many companies are trying to rapidly reduce their workforce. What should you do when you find yourself unexpectedly retired—whether voluntarily or not?
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Psychology of Investing
Investing involves so much more than models and spreadsheets. It is an art rather than a science that involves humans interacting with each other. At its core, investing is a study of how we behave.
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Webinar | The Fragility of Retirement in the Coronavirus Era
We have also been hearing lots of questions from clients, prospects, friends, and family.
Should I sell all of my stocks now? Should I go to cash? Should I use all the cash I have to buy in? Should I file for Social Security earlier than planned? How will I pay for a hospital stay if I need one?
If you are worried about some of these things too, then click to learn more.
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I’m Planning to Leave Assets to Charity – How Does the SECURE Act Change That?
In my estate plan, I’m planning to leave some of my assets to charity. What should I be mindful of with the passage of the SECURE Act?
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