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What Women Need Know About Working with Financial Advisors | Tip #3

What Women Need Know About Working with Financial Advisors | Tip #3

I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.

What Women Need to Know About Working With Financial Advisors | Tip #2

What Women Need to Know About Working With Financial Advisors | Tip #2

I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.

What Women Need to Know About Working with Financial Advisors | Tip #1

What Women Need to Know About Working with Financial Advisors | Tip #1

I was recently reminded of a troubling statistic: Two-thirds of women do not trust their advisors. This is troubling, largely because it’s so preventable. Check out these tips all women should be aware of to improve this relationship and strengthen their financial futures.

10 Reasons Why Clients Hire Us Recap

10 Reasons Why Clients Hire Us Recap

Over the past few years, we’ve been asking our clients—to hear it in their own words—about the value they gain from working with us. Check out these top ten reasons why clients hire us.

Geoffrey Curran Promoted to Principal

Geoffrey Curran Promoted to Principal

We are pleased to announce the promotion of Geoffrey Curran, CPA/ABV, CFA, CFP® to principal of Merriman Wealth Management.

Reason #10 Why Clients Hire Merriman: Someone Else to Blame

Reason #10 Why Clients Hire Merriman: Someone Else to Blame

During stressful times having a third-party to lay blame on can help ease relationship tensions…and that’s why our clients love us.

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