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?

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.

 

 

Let's chat.

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.

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.

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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