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.
Crafting A Family Legacy Letter
Here are some ideas on how to craft a Family Legacy Letter to share your life story, personal values, beliefs, and advice for future generations.
What Pandemics Can Teach Us About Personal Finance
Here are some ways to strategize and plan in the time of a pandemic.
Dementia – An Unpleasant Topic Everyone Should Plan For
The idea of losing ourselves to dementia is a distressing prospect that people often don’t like to consider, let alone plan for. Being prepared can reduce some stress during an already very difficult time.
Must-Know Changes for Your Estate Plan After the SECURE Act
With the new SECURE Act in place, who should consider changes to their estate plan?
