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Please note: If you are a client of Merriman, do not use this form for any communications about your account. Any communication of that nature will not get to the proper person if it is submitted here.

Should You Have a Budget?

Sep 6, 2022

Join Wealth Advisor, Mike Ersser on a journey to discover budgeting types so you can determine the approach that makes the most sense for you!

Spring Document Cleaning

May 3, 2022

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.

Why Cash Isn’t Always The Best Donation

Nov 16, 2021

With the holiday giving season quickly approaching, review these options that can save you on taxes and allow you to direct more dollars to the non-profit close to your heart.

Why Cash Isn’t Always The Best Donation

Nov 16, 2021

With the holiday giving season quickly approaching, review these options that can save you on taxes and allow you to direct more dollars to the non-profit close to your heart.

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City of Tacoma Employees: Buy-Up Long-Term Disability Insurance Benefit

Starting Monday, January 11 through Friday, January 29, eligible City of Tacoma employees have an opportunity to buy affordable additional long-term disability insurance coverage through the City. While this benefit may not sound too exciting, it represents essential insurance coverage that you should consider.

What Women Need to Know About Working with Financial Advisors | Tip #5

I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.