We’ll chart your financial course.
Planning with your goals in mind
We work hard to understand who you are and what you want to accomplish, both personally and professionally, so we can best support you and your family in achieving your goals.
We're more than just investments
Together, we’ll implement a customized plan for all areas of your financial life: Investments, taxes, estate planning, insurance, charitable giving, and more.
Define Your Goals
The first step in any plan is to define your goals and write them down. Having realistic and achievable goals is key.
Pay Attention to the 'Why'
The reasoning behind your goals is a much bigger motivator than the goals themselves. Keep the ‘why’ in the forefront.
Make Lifestyle Changes
There are many different paths to achieve your goals. I’ll help you find a path you can stick with, and hold you accountable.
Track Your Progress
It’s okay if your goals change over time. It’s my job to help you decide when a change is appropriate and adjust along the way.
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 from three offices in the Pacific Northwest.
Our team in Eugene is here to help you achieve your goals and live life to the fullest.