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 Open Enrollment is here!
It’s no secret that Medicare can be confusing. Open enrollment is now through December 7th – find out how you could save thousands with this quick flowchart guide!
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Should I Do a Roth Conversion?
The answer is “maybe.” Unfortunately, there isn’t a simple rule of thumb that applies to everyone, but here are the most common reasons you might want to do a Roth conversion.
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Dementia – An Unpleasant Topic Everyone Should Plan For
The idea of losing ourselves to dementia is a distressing prospect that people often don’t like to consider, let alone plan for. Being prepared can reduce some stress during an already very difficult time.
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I’m Planning to Leave Assets to Charity – How Does the SECURE Act Change That?
In my estate plan, I’m planning to leave some of my assets to charity. What should I be mindful of with the passage of the SECURE Act?
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