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.
Navigating Healthcare Options
One subject that continually comes up is healthcare. How will I be able to afford healthcare? Should I work until age 65 so that I qualify for Medicare? Learn how to evaluate the options.
Downsizing? Tips for Getting the Best Property Size
Americans are rethinking what they value and how they want to spend their precious moments. If you are preparing to retire, these tips will help you make the most from downsizing.
Beware of the Tax Cost of Turning Your Primary House into a Rental Property
With rental properties taxed differently than personal residences, in some cases, these can make it tempting to move into an existing rental property. Homeowners, learn more about how turning a primary house into a rental property can be a poor tax move.
Breaking Down the Barriers to Sustainable Investing
You can incorporate your values and support causes through sustainable, responsible, and impact (SRI) investing. Learn about some of the roadblocks and how to break down the barriers to sustainable investing.
