We have made a commitment to help every investor. We would like to provide each individual who asks for our help with the personalized service of a one-on-one consultation with one of our financial advisors, but because of the huge volume of requests we receive, we are no longer able to do so and continue to maintain the level of service our clients have come to appreciate.

At this time, we are able to provide free initial consultations only to those who have enough investable assets to become a Merriman client, or who are within five years of retirement. If you are not quite there yet, we hope you take advantage of the resources we’ve made available to all investors.

Please select an option below to get started.

I currently have investable assets of $500,000 or more, or am within five years of retirement. I would like to meet with a Merriman advisor to review my goals and create an investment plan.

I am not within five years of retirement and do not currently have investable assets of $500,000 or more. I would like to find out more about Merriman’s educational resources.