Our Process

Learn How to Make Your Money Work for You

At Merriman, you’re working with an experienced wealth management firm with diverse perspectives and an original approach to managing your wealth. We care, connect, and create opportunities to help you start leading the kind of life you’ve dreamed of.

It all starts with a tailored Wealth Management Plan that lays out the steps you need to take to achieve both your financial objectives and your life goals.


“If you want your money to work for you, then Merriman is the place.”
Marshall Rothman, Client

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Create Your Wealth Management Plan with The Merriman Method

The Merriman Method is our personalized approach to wealth management. We provide the information you need and can rely upon so you can understand the choices available and feel empowered to make informed decisions about your future.

As we dive into the process of creating your Wealth Management Plan, you’ll get to work one-on-one with a Merriman Advisor who will help you make the most of your resources.

Your financial advisor will meet with a team of carefully selected experts in investment management, taxes, estate planning, and insurance to look at every aspect of your finances. Together, this team will put together personalized strategies with actionable steps to help you reach your financial and life goals.


"Merriman’s personable and well-rounded approach makes all aspects of your life better." Rocky Lancaster, Client

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The Merriman Method

Our process gives us a chance to get to know each other, so we can best serve you:

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.

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’re here to provide the real-life and real-time insights you need to make the most informed decisions when it comes to your wealth.

We understand life can feel overwhelming and that’s why we work with you to create a custom-tailored plan to match your needs.

With us by your side, you no longer have to second guess that you’re making the right decisions. We will guide you every step of the way to not only achieving your financial goals but to leading a fulfilling life.


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