New eBook Available Now!

Discover what is means to actually have “enough,” and learn to recognize the traits of “financial immortality.” Spoiler alert: It’s not as great as it sounds!

You may very well be among those who can literally afford to spend more on the things you enjoy while also sharing your wealth with the causes and people that matter to you most.

How we help



We employ a proactive and collaborative process to understand who you are and what you want to accomplish so we can implement a customized plan for all areas of your financial life: Investments, taxes, estate planning, insurance, charitable giving, and more.



Let's chat.

Just 15 minutes is all it takes to get answers to any initial questions you might have and get you set up with a free consultation with a Merriman Wealth Advisor.

Check out our free eBook resources

Our comprehensive guides will help you address complex topics from taxes to Social Security and more!




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.

Can You Afford to Spend More and Give More? You Might Be Surprised by the Answer!

What I didn’t realize when I started my career was just how difficult it can be for clients to feel comfortable spending money and giving away their wealth to family or charities they feel good about (and the regret that can come later in life by these decisions). Whether you are currently retired, soon to be retired, or just looking ahead to the future, you can learn about options and make smart decisions that may enable you to spend more and give more.

read more

The SVB Bank Collapse and What It Means For You

The speed at which the SVB collapse happened showed us what a run looks like in an age when information travels almost instantaneously and money can be requested from anywhere via a simple request from a phone. Here are some insights from Merriman Chief Investment Officer, Kristi de Grys.

read more