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.
Start the New Year Right – Financial Mistakes to Avoid in 2021
While no one knows when the next recession will occur, you need to learn what not to do so that you can make yourself financially stable. Here are some suggestions to make sure you’re prepared for anything!
What Women Need to Know About Working with Financial Advisors | Tip #5
I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.
City of Tacoma Employees: Buy-Up Long-Term Disability Insurance Benefit
Starting Monday, January 11 through Friday, January 29, eligible City of Tacoma employees have an opportunity to buy affordable additional long-term disability insurance coverage through the City. While this benefit may not sound too exciting, it represents essential insurance coverage that you should consider.
The SECURE Act: Important Estate Planning Considerations
I set up a trust to protect this money for my children after I pass. What impact will the SECURE Act have on this?
