Life only happens once. Live it fully.
At Merriman, we manage your wealth so you can lead your best life. We take care of the financial planning and investment management, so you can deal in more possibilities and have the space you need to dream big.
Because it’s time to stop asking "What should I do?" and start saying, "This is what I could do."
“In a world where so many folks worry about how to cover day-to-day expenses, I’ve come to see not thinking about money as perhaps the greatest luxury that money can buy.” Jonathan Clements, Author of From Here to Financial Happiness
Why Merriman Wealth Management
Our goal is to grow with you over the long term and that starts from our very first conversation. Whether you’re looking to build wealth or plan for retirement, we’re here for all of life’s moments and to help you feel confident with your financial decision making at every life stage.
Real-Life Insight for Every Life Stage
We meet you where you are and walk alongside you as you plan for the future. We show you how a financial plan can make all the difference—our advice can help you feel more confident and at ease as you approach each of life’s milestones.
We know your needs will change over time, so we provide a plan that’s personalized and evolves with you.
How We Work
The Merriman Method
We equip you with the reliable and intelligent information you need to understand your choices and feel empowered to make informed decisions about your financial future. Our advisors are here to help you get the most out of your resources so you can make the most of your life.
What We Do
Invest Your Wealth Wisely
Together, we’ll talk about big-picture planning and how to achieve your investment goals, so you can attain the life you aspire to lead. With a Wealth Management Plan made to meet your needs and exceed your expectations, you can create a path to financial freedom and life fulfillment.
We’re here to set you up for success—today, tomorrow, and for everything that comes next.
“Merriman is the place to be if you want your money invested wisely.” Marshall Rothman, Client
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