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.
Withdrawals from an Estate and Tax Planning Perspective
Not sure which account you should take your next withdrawal from? This quick overview will help you understand the tax and estate planning implications of your choice. Plus, an in-depth guide to making withdrawals in retirement!
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How to Sell Investments Tax-Free
Did you know that when you’re retired you may be able to realize capital gains in your portfolio and not pay any additional income tax? Curious how this works? Read this article to learn more!
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Health and Auto Insurance – What’s Covered When You’re Traveling?
Before traveling, it’s a good idea to know what insurance coverage you have just in case the unexpected happens while abroad.
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Not All Prepaid Funeral Arrangements Are the Same
Not all prepaid funeral arrangements are the same. Some options that seem to be good end up being bad decisions. Here are some questions to consider when evaluating prepaid funeral options.
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