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.
Buying a Car: Does It Make Sense to Use Rideshare Instead?
In the market for a new car? There’s more to think about than shopping for the lowest price or best interest rate. Have you compared the cost of your car to the cost of using rideshare options?
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.
Inheritance Tax Compared Across U.S. States: Who Pays What?
Estate and inheritance taxes can be complex and subject to frequent change. For most, engaging with them occurs during particularly stressful periods of our lives, so it can help to do your research and be prepared.
