Company overview

Today Merriman manages approximately $1.5 billion in investments, giving ongoing financial and retirement planning guidance to thousands of families across the country. When we opened our doors in 1983 with no clients and a small office in Seattle, we quickly learned that money management is not about managing money. It’s about helping people the same […]

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Our services

At Merriman, our aim is to help investors achieve financial goals with the greatest comfort and success. There are several paths you can take to reach a financial destination. We help you choose the investment path that will be most comfortable and satisfying to you. We spend a lot of time getting to know you […]

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Becoming a client

Selecting an investment advisor can be a daunting task, especially in today’s environment. With investment scandals surfacing all over the country, it is as important as ever to make sure the advisor you hire has only your best interests at heart. We have assembled this list of questions you should ask us or any other […]

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Life at Merriman

At Merriman, we realize our employees are the heart of our business. We have established a thorough hiring process to find great people, and we continually strive to create an environment that makes them want to stay. We know that happy employees ultimately make for happy clients. Our dedicated staff spends each day working to […]

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