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.
1 In 5 Americans Are Delaying Retirement, and Here’s Why
Many workers were looking to retire this year, but with the uncertainty surrounding when exactly life will return back to something resembling normal, some have been putting their plans on hold—and it might be time you followed suit.
Happy New Year!
Wishing all of you a Happy New Year! As we wrap up this year and get ready to welcome in a new year, let’s take a moment to recommit to factors within our control.
What Women Need to Know About Working with Financial Advisors | Tip #4
I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.
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?
