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.
Start the New Year Right – Financial Mistakes to Avoid in 2021
While no one knows when the next recession will occur, you need to learn what not to do so that you can make yourself financially stable. Here are some suggestions to make sure you’re prepared for anything!
Is It Time to Hire a Financial Advisor? | 5 situations when the answer could be yes
If you find yourself in any of these situations, you should consider hiring a financial advisor.
What Questions Do I Need to Ask a Seller Before Buying a Home?
No matter how confident you are that the house you’re about to buy is the perfect one for you, it’s always wise to ask as many questions of the seller as possible to make sure you’re getting exactly what you paid for, without any nasty surprises. Here are some vital questions to ask!
How to Circumvent the Demise of the Stretch: Strategies to Provide for Beneficiaries Beyond the 10-year Rule
With the new SECURE Act legislation, the stretch has been eliminated for IRAs. Are there other options for my beneficiary to receive the income over a period longer than 10 years?
