Expertise

Together, we’ll map a course
that can take you where you want to go

Personalized

A financial plan that’s personally focused
is the best way to help you navigate

Independent

We’re on the same side of the table 
as you, working for your goals

Individual solutions

Experience you can trust

Carter & Carter Wealth Strategies is now Merriman Wealth Management, a fee-only investment advisory firm with offices in Eugene, Seattle and Spokane. Merriman provides comprehensive wealth management which includes not only investment planning, but also encompasses taxes, estate planning, insurance, risk management, charitable giving and more. For more information, visit www.merriman.com.

Our overriding focus continues to be local client relationships and helping you reach your goals. In today’s volatile financial environment, you need a steady hand with your financial planning. Our team brings more than 30 years of expertise to act as your financial advocate.

The Merriman Team

Merriman Wealth Management in Eugene was founded as Carter & Carter Financial in 1979. At the time, “Financial Planning” was relatively unheard of, and in 1980, Ken and Donna Carter opened their “Independent Financial Planning” business with a primary focus on increasing assets and lowering taxes.

As their reputation grew, the Carters were profiled in two Loren Dutton books: “Your Book of Financial Planning” (1983) and “The Financial Planner: A New Profession” (1986). Ken and Donna Carter still act as the office’s “Good Will Ambassadors” with daughter Charlene Carter and partner Jenny Hector now leading Eugene team.

In July 2017, Carter & Carter Financial joined forces with regional firm Merriman Wealth Management, allowing Charlene and Jenny to focus more on what they enjoy most: working with clients to help them achieve what’s most important to them.

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