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 way we would want to be helped.
Our advisors take the time to understand your financial goals and your emotions around money. They will help you stay on track by finding and implementing an investment solution tailored specifically to fit you and your risk tolerance.
Merriman is a fee-only advisory firm, which means we do not work on commission*. We are paid only by you, the investor, and this lets us provide the most objective guidance possible.
As a firm we educate, we help, and we don’t apply pressure. We are not here to sell performance or promise miracles. We teach our clients only what we ourselves believe.
Merriman is primarily owned by the people who work here and our families, so this approach to doing business makes a world of difference not only to our clients, but to each of us in how we feel about focusing our time and energy on the work we do.
For more information about working with Merriman, call us at 1.800.423.4893, or click here to request a free consultation with one of our financial advisors.
*Except for our alternative investment strategy which is open only to accredited investors and has a Preferred Profit Participation fee.