Mark Metcalf

Wealth Advisor, CFP® ADPA®

Mark is a 1986 graduate of Eastern Washington University with a degree in business administration and has spent over 25 years in the financial services industry. He is also a CERTIFIED FINANCIAL PLANNER™. Prior to joining our firm, Mark spent over eighteen years with the Charles Schwab Corporation, including several years with Schwab’s U.S. Trust subsidiary where he worked with high-net-worth clients.

Mark contributes articles to the Merriman blog, and his writing also has been featured online at Morningstar and Advisor Perspectives.

In his free time, Mark enjoys spending time with family and friends, traveling, reading, gardening, and following Big Sky football. He also serves as a member of the Board of Trustees at Cornish College of the Arts.

Listen to Mark talk about working with Merriman and his insights on some challenges that every investor faces.
There is a lot of talk about how to properly invest your money. However, in the end, investing is more about learning what really matters to you and finding a person who can help you achieve those goals. Staying the course and following the path you set with your advisor, while enjoying the fruits of all that hard work, is really what makes an investor successful. I am so thankful to get to build lasting relationships with my clients so that, together, we can focus on the only prediction that matters which is living a full and rich life.

Dangerous words: “It’s different this time.”

During periods of significant volatility in the capital markets, investors can lose patience and/or perspective and draw the conclusion that long term risk/return dynamics no longer apply because somehow “it’s different this time.” I’ve been in this business for over...

A little perspective

In managing investments, making decisions based on feelings of excessive optimism or excessive pessimism rarely ends well. Maintaining a balanced perspective in an ever-changing and often chaotic world is a difficult yet critically important part of achieving...

Revisiting the “outlandish” predictions of the late 1990s

Here’s a little blast from the past.  Remember the “DOW 36,000” guy?  I guess sooner or later, they all come to their senses and realize that a well-balanced and thoroughly diversified portfolio with periodic rebalancing makes the most sense. Read more about how we...

Contact Mark

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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.