"Wealth is the ability to fully experience life."​ -Thoreau

Merriman was founded in 1983 as a fee-only investment advisory firm with a strong focus on excellent service, smart investing and achieving long-term goals. We now managing more than $3.6 billion in assets for clients across the country, and while we hold true to those ideals, we have also come to realize that investment advice is only a small piece of the puzzle.

To help our clients be truly successful in achieving their goals, we offer a comprehensive approach to wealth management that includes not only investment planning, but also encompasses taxes, estate planning, insurance, risk management, charitable giving and more. 


Interested in a job at Merriman? Apply for current openings at www.merriman.com/jobs

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Merriman does not solicit any testimonial or endorsement activity, and provides no compensation, cash or otherwise, for such. Opinions presented herein are solely that of the author/poster and may not be considered representative of every client or non-client experience. Testimonials may be provided by current clients and endorsements may be provided by persons other than current clients. There are no material conflicts of interest to note on the part of the person or entity giving the testimonial or endorsement and Merriman’s relationship with such person or entity.

Investment Management

Merriman Wealth Management, LLC

Merriman Wealth Management, LLC's headquarters in Seattle, WA, United States

Jany L.

This department focuses on providing expert advice and tailored solutions to meet client financial needs.

Customer Solutions

The Finance and Investment Team at Merriman Wealth Management, LLC is dedicated to crafting tailored investment strategies that align with clients' long-term goals. This team, comprised of financial directors, certified financial planners, traders, and wealth advisors, collaborates to analyze market trends, manage assets efficiently, and provide comprehensive guidance on wealth management, including investment planning, risk management, and portfolio optimization. Their commitment to exceptional service ensures that clients can fully experience and enjoy their wealth while pursuing their life ambitions.

Finance and Investment Team

The Client Services Team at Merriman Wealth Management is dedicated to providing exceptional support and communication to clients, ensuring their needs are met throughout the wealth management process. They assist with account inquiries, facilitate seamless interactions with advisory teams, and help clients navigate complex financial situations, all while fostering strong, lasting relationships that enhance client satisfaction and engagement.

Merriman Wealth Management, LLC

Org chart

Teams

Customer Solutions

Finance and Investment Team

Client Services Team

Offices

Merriman Wealth Management, LLC

Org chart

Teams

Customer Solutions

Finance and Investment Team

Client Services Team

Offices

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