I’m Frank McLaughlin

Wealth Advisor, CFP®, CSRIC

Helping you spend more time doing what you love.

Planning with your goals in mind

We work hard to understand who you are and what you want to accomplish, both personally and professionally, so we can best support you and your family in achieving your goals.

We're more than just investments

Together, we’ll implement a customized plan for all areas of your financial life: Investments, taxes, estate planning, insurance, charitable giving, and more.

My focus is Investing Wisely. You focus on Living Fully.

I started playing sports as soon as I could walk. The companionship, competitiveness, and fun all lit a fire in me, and I had such a blessing in parents who attended every single game. I got to witness firsthand the joy that putting family first can bring. However, I also witnessed how difficult it is to balance family, careers, goals, and money without proper guidance. This is what led me to become a financial advisor – to help people achieve that balance and enable them to focus on what’s important to them, like family.

What are your career goals?

Do you want to retire early?

What relationships are most important to you?

How do you spend your free time?

Define Your Goals

The first step in any plan is to define your goals and write them down. Having realistic and achievable goals is key.

Pay Attention to the 'Why'

The reasoning behind your goals is a much bigger motivator than the goals themselves. Keep the ‘why’ in the forefront.

Make Lifestyle Changes

There are many different paths to achieve your goals. I’ll help you find a path you can stick with, and hold you accountable.

Track Your Progress

It’s okay if your goals change over time. It’s my job to help you decide when a change is appropriate and adjust along the way.

About Me

I’m a CERTIFIED FINANCIAL PLANNER,™ born and raised in the greater Seattle area, attended Washington State University’s business school where I graduated with a degree in Finance. I joined the Merriman team in 2013, and while my main focus is on helping successful families maintain and grow the wealth they already have, I also enjoy working with younger clients and guiding them through the accumulation phase of life. When not at work, I love to travel with my wife, watch the Seahawks, and promote health and fitness.

What is wealth management?

Wealth management is a comprehensive approach to financial planning. It covers all areas of your financial life, making wise use of your assets to help you in achieving your goals and living life to the fullest. Do you want to spend more time doing the things you love and worry less about your finances? 

Then wealth management is for you!

Wealth Enhancement - make your assets work for you
  • Minimizing taxes – now vs future?
  • Managing appropriate cash reserves
  • Should you pay off your mortgage early?
  • How can you get the most out of Social Security?
  • Evaluate your options for college savings
Wealth Preservation - strategies to help reduce risk
  • Diversification
  • Asset allocation and rebalancing
  • Trend following
  • Stock option planning
  • What to do with concentrated stock positions?
Wealth Protection - proper coverage is key
  • Disability or Long-Term-Care insurance planning
  • Is umbrella insurance right for you?
  • What type of life insurance makes the most sense?
  • What level of homeowner’s coverage is appropriate?
  • Is your rental property adequately protected?
Wealth Transfer - leaving a lasting legacy for your heirs
  • How can you leave the most behind to your heirs without sacrificing too much now?
  • Are your assets correctly titled so they’ll pass on in the way you intend?
  • Are your healthcare directives and letters of instruction in place?
  • Does a trust make sense for you? Which kind?
Charitable Giving - make the most of your contributions
  • What charities are important to you?
  • How can you make the most of your gifts to charity?
  • Is a charitable trust right for you?

Plan with intention,

not by default.

Online Blog Resources

Should I Set Up a Traditional 401k for My Business?

Should I Set Up a Traditional 401k for My Business?

Whether you recently transitioned to being self-employed or have been a business owner for years, you may have wondered what the best way is to save for retirement. However, the decision as to which type of plan to choose is far from simple. Let this flowchart help guide you!

Spring Document Cleaning

Spring Document Cleaning

It’s almost spring, which means it’s time for some spring cleaning—and this spring’s focus is paperwork. Wealth Advisor, Danielle Brandli, CFP®, shares some tips on how to minimize the number of documents you need to keep and maintain.

Don’t wait any longer. Start living your life to the fullest today!

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