Reason #4 Why Clients Hire Merriman: We Provide Validation

Reason #4 Why Clients Hire Merriman: We Provide Validation

 

Our work at Merriman is all about empowering our clients to live their lives fully. Having a financial plan in place and professional investment management provides peace of mind that allows people to focus on what they love to do most.

We conducted a survey to see why our clients chose Merriman and why they’ve continued to work with us throughout the years. We compiled their top ten reasons why—in their own words—and decided to showcase their responses in a ten-part blog series. This is part four, out of ten.

Reason #4: “Merriman provides what I’m looking for: validation.”

In the grand scheme of wealth management and investment policy, you may already have a sense of what you’d like to build and which direction you want to go. There may be certain investments you’d like to make or strategies that match your lifestyle. Even if you are someone who has an innate sense of financial strategy, teaming up with an advisor gives you a certain confidence that you’re on the right track and making the best decisions.

It can be extremely helpful to partner up with an advisor and have him or her validate your thoughts. In addition to our expertise, we offer clients that validation. Lowell Parker, a Merriman Wealth Advisor and Certified Financial Planner who focuses on retirement income and goal-based planning for pre-retirees, says this kind of partnering up with clients is his favorite part of the job. He said, “The ability to partner with my clients to help them achieve their financial goals and provide peace of mind along the way is why I love what I do.”

Whether you’re someone who has an idea of which way to go or you’re someone who is open to suggestions, an advisor offers opinions and strategies to match who you are, what your values are, and the life you’re living. They may even bring up additional items or suggest supplemental insight that you might not have considered before. 

At Merriman, we owe allegiance to our clients and their financial future which is why we custom craft your plan. Our advisors are here to help you every step of the way. Together, we help create a smoother investment journey and make your financial road easier and more secure.

To learn more about our unique approach at Merriman and how we can help you unlock financial freedom, call us at 206-285-8877. You can also contact us here to schedule a discovery meeting. We’re looking forward to hearing from you! 

Reason #3 Why Clients Hire Merriman: We Help You Get Your Time Back

Reason #3 Why Clients Hire Merriman: We Help You Get Your Time Back

 

At Merriman Wealth Management, there’s nothing we love more than taking on the burden of financial planning so our clients can get back to spending their time and energy doing the things they love.

Over the past few years, we’ve been asking our clients—to hear it in their own words—about the value they gain from working with us. We’ve compiled the top ten reasons why clients hire us and we will be showcasing these responses in this ten-part blog installment. Here is part three, out of ten.

Reason #3: “Merriman saves me time.”  

At Merriman, we work to help you invest wisely, live fully, and keep time on your side.

If you could adequately choose investments, decide on a savings plan, and develop a strategy for your family, would you be able to make these hard decisions without ever second guessing yourself? How much research would it take to feel confident you are making the right choice? The amount of research you’d need to do in order to make a single financial decision could eat into the time you spend with your family or traveling the world.

Living fully means living your life, and working alongside a financial advisor means you don’t need to spend hours understanding financial markets or researching saving strategies. This frees you up for more living!

Markets shift. Times change. And Wealth Advisors and Certified Financial Planners give you the information you need so you can feel confident in your financial decisions. We also hold you accountable, which in the long run saves you time and increases your chances of reaching your financial goals, more so than if you were working toward these goals on your own. We all need accountability. Even financial advisors need advisors!

Merriman Wealth Advisors do more than simply invest your money. Even when life gets busy and you don’t feel like you have the time, we keep you on track with your financial goals.

To learn more about how we can help you unlock financial freedom or to schedule a discovery meeting, contact us via our website or call 206-285-8877.

Check out the previous installment in the series. 

 

 

Reason #2 Why Clients Hire Merriman: We Cut Through The Noise

Reason #2 Why Clients Hire Merriman: We Cut Through The Noise

 

At Merriman Wealth Management, there’s nothing we love more than taking on the burden of financial planning so our clients can get back to spending their time and energy doing the things they love.

Over the past few years, we’ve been asking our clients—to hear it in their own words—about the value they gain from working with us. We’ve compiled the top ten reasons why clients hire us and we will be showcasing these responses in this ten-part blog installment. Here is part two, out of ten. 

Reason #2: “They’ve helped me cut through the noise.”

Financial planning comes with a myriad of components and sometimes we all need a fresh perspective to help make sense of what looks just like chaos to us.

When people don’t know where to start because there is simply too much analyze, we call this “analysis paralysis.”

Oftentimes, it’s not getting started at all that is the biggest hindrance to financial progress.

At Merriman, we take what seems to be chaos to you and make a tangible financial plan. An outsider’s perspective—like that of a Merriman advisor—can be crucial in not only getting you started on your financial journey, but also knowing which way to go first. Merriman Wealth Advisors help you discover your financial goals and work towards them. 

In thinking about analyzing decisions, Eric Jonson, Merriman Wealth Advisor and Certified Financial Planner, likes to think of it in the context of a pachinko machine. “When the ball is launched to the very top of the machine, that very first bounce can make a huge difference in where the ball ends up.”

An additional perspective is just like that first bounce. It can set you up for success and cut through the noise of the chaos. Sometimes, that third-party perspective is all that’s missing in getting started—and going in the right direction.

Our wealth advisors go beyond just the investment choices. We’re with you every step of the way.

To learn more about how we can help you unlock financial freedom or to schedule a discovery meeting, contact us via our website or call 206-285-8877.

Check out the previous installment in the series. 

 

Reason #1 Why Clients Hire Merriman: We help you weigh your options

Reason #1 Why Clients Hire Merriman: We help you weigh your options

 

At Merriman Wealth Management, there’s nothing we love more than taking on the burden of financial planning so our clients can get back to spending their time and energy doing the things they love.

Over the past few years, we’ve been asking our clients—to hear it in their own words—about the value they gain from working with us. We’ve compiled the top ten reasons why clients hire us and we will be showcasing these responses in this ten-part blog installment. Here is part one, out of ten.

Reason #1: “Merriman helps you weigh your options.”

Today, almost everyone has an iPhone in their pocket and a search engine, like Google, at the ready. Google is great for things like looking up baking recipes and movie trivia, but when it comes to personalized financial advice, Google isn’t great.

Our Merriman financial advisors take your life, specifics, and goals one step further. We’re experts in taxes, estate planning, and insurance, so we know how to evaluate all aspects of your financial situation. We apply smarter financial planning strategies with insight and intelligence so you can achieve your goals and protect the wealth you’ve worked hard to accumulate.

The Merriman financial planning approach is pro-active and collaborative. “Our process is much more focused on getting to know our clients,” Tyler Bartlett, Merriman advisor, says. “Money is an important tool, but it’s only a tool that helps you achieve what’s important to you.”

Google won’t be able to formulate a financial strategy for you. At Merriman, we can.

Are you ready to team up and unlock your financial freedom? To learn more about how we can help or to schedule a discovery meeting, contact us HERE or call 206-285-8877. We look forward to hearing from you!

Merriman Included in Top 300 RIAs by Financial Times

Merriman Included in Top 300 RIAs by Financial Times

We are excited to announce that Merriman Wealth Management was recognized as one of the Top 300 Registered Investment Advisers (RIAs) in 2019 by Financial Times!

Financial Times uses a number of quantifiable and objective measures of investor-centered criteria to select the top firms, including assets under management (AUM), AUM growth rate, years in existence, compliance record, industry certifications and online accessibility. We are proud to be named in this elite group.

To read the full Financial Times special report click here.

 

Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized advisor. Investment performance generally is not a criteria for an award.  The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times. The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

 

 

Not All CFPs Are Equal

Not All CFPs Are Equal

I recently met with a prospective client, looking to hire a financial planner. She saw a TV ad from the CFP Board about hiring a professional planner. She visited their website and realized she didn’t know how to differentiate between them all. She wanted to ensure that the planner would help her look at all aspects of her financial life, and she realized that just because someone was a CFP® it didn’t mean they all operated in the same fashion. Her search was proving to be more difficult than she had anticipated.

It’s true, not all CFP® professionals are created equal. This article discusses why you might want to seek out a CFP® and some common differences to help you in your search. It’s important to educate yourself on what financial planning really means and to ask a lot of questions before deciding who to hire.

When looking to hire a financial professional, one of the most desirable credentials is the Certified Financial Planner™, or CFP®, designation. The CFP® mark indicates the highest standard in financial planning because CFP® professionals must meet certain educational requirements, pass a lengthy examination and have at least 6,000 hours of work experience for the standard pathway to certification. They must also adhere to specific standards of ethics and practice as outlined by the CFP Board.

Sounds great, right? The problem is that many financial professionals who have the CFP® designation use it as a marketing tool. There’s been a big marketing push to hire those with a CFP® by the CFP Board, and consequently financial firms are encouraging more of their advisors to obtain the CFP®. While there’s an educational benefit to anyone with the CFP®, it doesn’t always carry over into the work they do for their clients. (more…)