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.
Do Luxury Cars Need an Active Warranty?
If you own a luxury car, do you need to have an active warranty on it? Whether you’re in the market for an exotic sports car or are simply curious about this topic, read on for the pros and cons of an active warranty.
Minimizing Lifetime Taxes with Roth Conversions in Early Retirement
Moving into retirement is an exciting opportunity to live fully. For many, this period at the start of retirement can also be an opportunity to provide additional financial security—and minimize lifetime taxes—by making partial Roth conversions.
Minimizing Lifetime Taxes with Roth Conversions in Early Retirement
Moving into retirement is an exciting opportunity to live fully. For many, this period at the start of retirement can also be an opportunity to provide additional financial security—and minimize lifetime taxes—by making partial Roth conversions.
Financial Planning Items to Consider When Your Child Turns 18
Turning 18 is a big milestone! There are some financial planning items you should be thinking about when supporting your now adult child to set you both up for success.
