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.
Medicare Income-Related Monthly Adjustment Amount (IRMAA) Surcharge – What Does It Mean, What Can I Do, and How?
The first question on many retirees’ minds is how to pay for expensive healthcare costs and health insurance when you’re no longer covered by the employer plan you relied on throughout your career. Let’s explore Medicare premiums and an important potential speedbump known as IRMAA.
The Ultimate Guide to 401k Rollovers
Everyone switches jobs, and in the hustle and bustle of getting set up with a new company, the previous company’s 401(k) plan is left to its own devices with the assumption that it’ll continue to grow in value. But at what cost?
Let’s Talk About Passwords and Password Managers
In today’s world, password security is part of our financial security. One of the ways you can protect yourself is by getting a handle on your system for passwords and how you store them.
Why Cash Isn’t Always The Best Donation
With the holiday giving season quickly approaching, review these options that can save you on taxes and allow you to direct more dollars to the non-profit close to your heart.
