Who We Work With

Learn How to Manage Your Wealth at Every Life Stage

No matter what stage of life you’re currently in, our team of Merriman advisors can help you.

We’re here for it all. We’re here to help you establish, grow, and protect your wealth with personalized financial planning and investment management so you can find new opportunities at every stage of life.


”Merriman has been truly phenomenal to work with.” Kaylee McHugh, Client

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If you're feeling:


If you’re feeling overwhelmed with life’s responsibilities...


If you’re feeling overwhelmed with life’s responsibilities...


If you’re feeling overwhelmed with life’s responsibilities...


If you’re feeling overwhelmed with life’s responsibilities...


If you’re feeling overwhelmed with life’s responsibilities...

Wherever you are in life, we will provide you with personalized strategies.

Start building your wealth while your children are young, like this photo of a mom doing yoga in plank pose while carrying her young daughter on her back.

Laying the Foundations for Life

in your 30s & 40s

You’re at a point where life is busy. Responsibilities are piling up—work, family, home ownership, and so many other priorities. You name it, you’re taking care of it.

But you also want to think ahead and plan for the future; you want to have a sense of financial security for yourself and for those you care about. You’re just not sure where to start with investing and how a financial advisor can help.

Optimize your wealth in the latter half of your working life, while enjoying time with your growing children or like this woman receiving a hug from her adult daughter.

Enjoying Life & Planning for the Future

in your 40s & 50s

You’re doing well in life and you’re at a point where you want to set yourself and others up for success. While you want to enjoy the present moment, things may be getting complex—you might be caring for aging parents, facing a growing tax bill, or thinking about retirement on the horizon.

You know you need an advisor, but you want to find the right financial partner who will work with you so you can make the most of your life. You want a plan that works so you don’t have to worry.

Build a wealth legacy end live fully in your golden ages so you spend time with extended family like in this photo of grandparents and grand children laughing and playing on the beach.

Aging Gracefully & Leaving a Legacy

in your 60s & beyond

You’re probably thinking a lot about how you will enjoy retirement. You’re also at a point in your life where you don’t want to do everything by yourself anymore.

So when it comes to investing and estate planning, you want a trusted partner and support system to help you make plans that will set you and your family up for the foreseeable future. That way you can enjoy your life and feel relieved knowing everything is taken care of.

At Merriman, we strive to exceed your expectations so you can see what’s possible for your life.


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