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, now managing more than $2.4 billion in assets for clients across the country, and while we hold true to those ideals we have also come to realize that investment advice is only a small piece of the puzzle.
In 2012, Merriman joined Focus Financial Partners, the leading partnership of independent wealth management companies in the nation. This partnership gives us access to the best practices and insights from other Focus partners, who are committed to putting clients’ interests first. In April 2016, Merriman acquired the advisory business of Summit Capital Management, LLC and in July 2017, Carter and Carter Wealth Strategies. We now have offices in Seattle and Spokane, Washington and Eugene, Oregon.
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.
A Merriman Advisor acts as the personal Chief Financial Officer for each of our clients, helping them achieve goals while preserving and protecting the wealth they have worked hard to accumulate.