Who we are
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, and have also come to realize that investment advice is only a small piece of the puzzle.
Our process
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.
How we think about investing
Investing is a sort of science. Our investment philosophy is grounded on decades of academic research, and relies on objective data rather than emotions and forecasts. Above all, we seek to balance return and risk considerations over longer-term time horizons.
The Role of Bonds
The main function of bonds in a portfolio is downside protection. Despite the lower expected returns for bonds going forward, it is important to understand the characteristics of bonds and why we own them.
The 5 Biggest Financial Planning Mistakes Made by Tech Professionals | Mistake #3
Through my own experience as a tech employee and my experiences now as an advisor working with tech professionals, I’ve identified some of the biggest financial planning mistakes that can hold the tech community back from achieving financial independence and success.
The 5 Biggest Financial Planning Mistakes Made by Tech Professionals | Mistake #5
Through my own experience as a tech employee and my experiences now as an advisor working with tech professionals, I’ve identified some of the biggest financial planning mistakes that can hold the tech community back from achieving financial independence and success.
Summer Jobs and Loving Grandparents
When their grandchildren get older, my clients will often pose the question of how to help them out without just giving them money directly.
