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.



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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.

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Whether you are part of a recent layoff or are giving your two weeks’ notice, life can be stressful during a job transition. It may be tempting to delay (and even easier to completely overlook) one of the most important decisions about your financial life: what should you do with your old 401(k)? Here are the options to consider.

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Pet Insurance Guide — Worth the Cost & What Coverage to Choose?

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