At Merriman, we understand the challenge of balancing needs and dreams. We provide our clients with independent, experienced financial advice designed to help you preserve and invest your assets so you can pursue your passions.
Together, we’ll map out a course that can take you where you want to go.
Need another reason to trust your financial future with us? Here are five.

  1. EXPERIENCE. The team at Merriman brings more than 30 years of expertise to act as your financial advocate.
  2. WE’RE INDEPENDENT. Being an independent firm puts us on the same side of the table as the client.
  3. WE DON’T WORK ON COMMISSION. So we’re only working for you and your priorities.
  4. A PERSONALIZED PLAN. What approach do we take? That depends on you. We tailor everything we do for you. A financial plan that’s personally focused is the best way we know to help you navigate an environment that’s increasingly complex and chaotic.
  5. RELATIONSHIPS. Our overriding focus is client relationships and helping you reach your goals. Personal attention is our commitment to your financial success.