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.
What Is Alternative Minimum Tax (AMT) And Does It Affect You?
Alternative Minimum Tax (AMT) is not something everyone is exposed to, but when you are, it can often create confusion and add a layer of complexity to financial planning that many are not prepared for.
Fall Items to Check Off Your List
With fall right around the corner, take the time to revisit your retirement accounts, eligible tax deductions, beneficiary designations, and employer benefits to ensure that you’re set up for the start of next year.
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.
Filling the Various Estate Planning Roles
Not sure where to begin with estate planning? Start by learning about the various roles you need to fulfill.
