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.
Top Financial Tips for Property Investors
Are there secrets to profitable real estate investing that new investors need to know? Yes, there are! Get started with these top 7 important tips.
Webinar | The Fragility of Retirement in the Coronavirus Era
We have also been hearing lots of questions from clients, prospects, friends, and family.
Should I sell all of my stocks now? Should I go to cash? Should I use all the cash I have to buy in? Should I file for Social Security earlier than planned? How will I pay for a hospital stay if I need one?
If you are worried about some of these things too, then click to learn more.
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?
