At Merriman, we manage money for individuals and families on a fee-only basis, using global diversification strategies that work to provide reasonable rates of return with a level of risk tailored to each client’s risk tolerance.
If you become a Merriman client, we will assess your financial situation and work with you to define short and long-term goals–from taxes and real estate purchases to college funding and retirement distributions. Then, we map out a plan to get you there and work with you to stick to it.
Our team consists of professionals in financial planning, investment research and tax. This wide range of expertise allows us to bring your entire financial picture into balance, giving you time and freedom to focus on the more enjoyable aspects of life.
We are dedicated to education–both for our clients and the public–and offer free information in a variety of formats.
Read more about our services here, or call us at 1.800.423.4893 for more information.