Why Merriman Wealth Management
For over 40 years, our team has been here for our clients’ important moments, milestones, and everything that matters most. We see our job as walking alongside you as you reach a level of empowerment and excitement for what’s to come.
*As of 11/30/23
Everyone Deserves to Live Life to the Fullest
At Merriman, living fully means dreaming bigger and imagining what’s possible for your life.
We are your financial support system with a plan to set you up for long-term success.
By combining financial and life guidance, we’re able to help you think beyond just money so you can realize there’s so much more you can do. And when you start to see what’s possible, you can lead a life filled with endless opportunities.
Working with a Merriman Advisor can help you gain peace of mind and become confident in your decision-making so you can live up to your financial expectations and exceed them.
OUR PROMISE TO YOU
We will problem solve. We will work with you to find creative solutions to achieve your financial goals.
We will stay future-focused. We will plan for the unexpected and be proactive.
We will be empathetic. We will take care of you no matter where you are in your life.
We will be technical. We will rely on intelligent information and take measured risks.
We will always be improving. We will always strive to be better than we were before.
“From the very first meeting, where they matched us with our financial advisor, to every subsequent meeting, we're blown away at the level of attention to detail in their services.” Kaylee McHugh, Client
“Merriman has a world-class team and they are 100% service-oriented.” Marshall Rothman, Client
We Bring Our Best Selves to Work Every Day.
Just like we inspire our clients to imagine what’s possible for their lives, we always go above and beyond, both personally and professionally, to see what we can achieve as individuals and together as a firm.
If you like what you see and would like to become part of the Merriman team, check out our available career opportunities.
OUR MERRIMAN GUIDING PRINCIPLES
We do what is right over what is easy
We have a bias toward action
We strive to be remarkable
We embrace the adventure
WE LIFT ALL BOATS
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