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.

Strategies for recovering from market downturns in retirement

This article from T. Rowe Price provides some examples of prudent and not so prudent strategies for recovering from a severe market downturn in retirement. The study cited in this article once again illustrates how making wholesale portfolio changes during such a time...

Is rampant inflation an upcoming problem for the US?

I am a buy and hold investor, but two recent lectures by Niall Ferguson, a Harvard Economic-Historian, make a strong case for the impending economic collapse of the United States. He predicts default and/or rampant inflation and suggests re-allocating one's portfolio...

Contact Mark

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