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 Eugene Team

Merriman Wealth Management in Eugene was founded as Carter & Carter Financial in 1979 to service the growing community need for financial planning. At the time, “Financial Planning” was a relatively young and unheard of profession. In 1980, Ken and Donna opened their “Independent Financial Planning” business with a primary focus on increasing assets and lowering taxes.

As their reputation for providing an excellent recipe of tax and investment services grew, the Carter’s were profiled as an independent financial planning team in two Loren Dutton books: “Your Book of Financial Planning” (1983), a consumer’s guide a to better financial future, and “The Financial Planner: A New Profession” (1986). Ken and Donna Carter still act as the company’s “Good Will Ambassadors.”

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