I’m Danielle Brandli

Wealth Advisor, CFP®

Empowering you to LIVE FULLY by providing peace of mind throughout your financial life.

Planning with your goals in mind

We work hard to understand who you are and what you want to accomplish, both personally and professionally, so we can best support you and your family in achieving your goals.

We're more than just investments

Together, we’ll implement a customized plan for all areas of your financial life: Investments, taxes, estate planning, insurance, charitable giving, and more.

Finding balance between planning for tomorrow and living fully today.

I grew up in a family full of accountants, so I’ve always been financially inclined. My parents taught us the values of saving and investing from a young age. This background led me to pursue an education in business, where I furthered my financial knowledge and learned what I value most: helping people. I pursued a career in financial planning because I saw the positive, direct impact financial advisors can have on people’s lives.

My focus has always been providing comprehensive financial planning to help others with all aspects of their finances, not just their investments. My goal is to help my clients understand where they’re at, where they want to be, and how to get from point A to point B while living a fulfilling life along the way. I’ll be there to listen to what’s important to you, help you build a holistic plan, provide solutions and education, and reassure you in your decisions.

What worries keep you up at night?

Are you saving enough to meet your goals?

Is your portfolio designed to last?

Are you looking to achieve financial independence and make work optional?

Are you ready to retire?

When should you begin collecting Social Security?

Listen

The reasoning behind your goals is just as important as the goals themselves. We’ll make sure those values are incorporated into your investments and financial plan.

Plan

We’ll work together to identify your goals, create a plan to achieve them, and update the plan as life changes.

Educate

I’ll help you confidently make decisions about the complex financial aspects of your life, like investments, retirement accounts, pensions, Social Security, and Medicare.

Reassure

I’ll help protect your vision, making emotion-free decisions, avoiding pitfalls, and alleviating worries so you can spend more time on other areas of your life.

About Me

Danielle is a CERTIFIED FINANCIAL PLANNER™ professional who has worked in the financial planning industry since 2015 and joined the Merriman team in 2020. She graduated from Central Washington University with a bachelor’s degree in business administration, specializing in finance and supply chain management, and a minor in economics. Danielle has particular experience with retirement planning, charitable giving, tax and estate planning, and trusts.

Outside the office, Danielle mentors students from her alma mater, spends time learning about other areas of interest—such as coding and minimalism—and enjoys being active outdoors with her friends by playing soccer, hiking, climbing, and snowboarding.

What is wealth management?

Wealth management is a comprehensive approach to financial planning. It covers all areas of your financial life, making wise use of your assets to help you in achieving your goals and living life to the fullest. Do you want to spend more time doing the things you love and worry less about your finances? 

Then wealth management is for you!

Wealth Enhancement - make your assets work for you
  • Minimizing taxes – now vs future?
  • Managing appropriate cash reserves
  • Should you pay off your mortgage early?
  • How can you get the most out of Social Security?
  • Evaluate your options for college savings
Wealth Preservation - strategies to help reduce risk
  • Diversification
  • Asset allocation and rebalancing
  • Trend following
  • Stock option planning
  • What to do with concentrated stock positions?
Wealth Protection - proper coverage is key
  • Disability or Long-Term-Care insurance planning
  • Is umbrella insurance right for you?
  • What type of life insurance makes the most sense?
  • What level of homeowner’s coverage is appropriate?
  • Is your rental property adequately protected?
Wealth Transfer - leaving a lasting legacy for your heirs
  • How can you leave the most behind to your heirs without sacrificing too much now?
  • Are your assets correctly titled so they’ll pass on in the way you intend?
  • Are your healthcare directives and letters of instruction in place?
  • Does a trust make sense for you? Which kind?
Charitable Giving - make the most of your contributions
  • What charities are important to you?
  • How can you make the most of your gifts to charity?
  • Is a charitable trust right for you?

Plan with intention,

not by default.

Online Blog Resources

2020 Year-End Tax Moves

2020 Year-End Tax Moves

Here are six moves to consider making before the end of the year to potentially lower your taxes both this year and in years to come.

Don’t wait any longer. Start living your life to the fullest today!