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.
How to Help Your Adult Children Who Are Struggling Financially
COVID-19 has impacted jobs across all sectors. If you’re considering helping out your children who have been impacted, check out these suggestions.
Tips for Selling Your Investment Properties
Planning to list your investment property for sale? Selling this type of property comes with a set of unique challenges. When you plan and strategize in advance, you could save yourself a lot of time and money.
Wellness as a Financial Strategy
Taking control of your physical and mental health can help reduce your healthcare costs over the long-term, allowing you to use your retirement savings on other things you value.
The SECURE Act: Important Estate Planning Considerations
I set up a trust to protect this money for my children after I pass. What impact will the SECURE Act have on this?
