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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In a Relationship? Have You Discussed These Topics?
Getting married brings a lot of joy, but also a lot of changes, to your life. Check out our advice on how to make sure you and your significant other are reaching your financial goals together!
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How to Determine When You Need Trip Insurance
A lot goes into planning a trip, whether you’re visiting family for the holidays or taking a once in a lifetime trip! Check out our tips on how to determine if you should consider trip insurance.
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When Your Will Isn’t Enough
End of life matters aren’t something we generally want to discuss, but doing so can greatly ease the stress of your loved ones during a difficult time. Use this checklist to state your intentions!
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