Virtually every new client comes to us with some areas of risk they don’t even realize they are taking, and it’s our job to help get them back on track. Do you know what your blind spots are?
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.
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.
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.
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.
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.
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.
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.