Our Leadership Team
Our Team of Directors
- Directors
Our Support Team
- Support
The Merriman Method
Our process gives us a chance to get to know each other, so we can best serve you:
Discovery Meeting
We get to know you so we can understand your values, well-being, personal and professional relationships, life goals, financial resources, and interests.
Strategy Meeting
We present you with a customized Goal-Based Financial and Investment Plan with our tailored and personalized recommendations moving forward.
Implementation Meeting
We answer any final questions before we get started on implementing your customized plan—essentially this is our launchpad for working together.
90-Day Review Meeting
We show you how to access all of our systems and portals, and we review any ongoing implementation actions.
Advanced Plan Meeting
We dive into the recommendations and action steps developed by a hand-picked team of experts in key areas of financial well-being beyond investments including insurance and estate planning.
Progress Meetings
Periodically, we check in and review the progress that’s been made toward your plan and update it as your life and goals evolve.
We Bring Our Best Selves to Work Every Day.
Just like we inspire our clients to imagine what’s possible for their lives, we always go above and beyond, both personally and professionally, to see what we can achieve as individuals and together as a firm.
If you like what you see and would like to become part of the Merriman team, check out our available career opportunities.
OUR MERRIMAN GUIDING PRINCIPLES
We get to know you so we can understand your values, well-being, personal and professional relationships, life goals, financial resources, and interests.
We present you with a customized Goal-Based Financial and Investment Plan with our tailored and personalized recommendations moving forward.
We answer any final questions before we get started on implementing your customized plan—essentially this is our launchpad for working together.
We show you how to access all of our systems and portals, and we review any ongoing implementation actions.
We dive into the recommendations and action steps developed by a hand-picked team of experts in key areas of financial well-being beyond investments including insurance and estate planning.