Merriman Wealth Management
Office phone +1 206-285-****
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Homepage http://www.merriman.com
LinkedIn Profile https://linkedin.com/company/me***an-l***
HQ Location
United States , Washington, Seattle:920 5th Ave Suite 2720, Seattle, WA 98104
Merriman was founded in 1983 as a fee-only investment advisory firm with a strong focus on excellent service, smart investing and long-term goals. We’ve grown significantly since then, now managing more than $1.5 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.
A Merriman Advisor acts as the personal Chief Financial Officer for each of our clients, helping them achieve goals while preserving and protecting the wealth they have worked hard to accumulate.
Interested in a job at Merriman? Apply for current openings at www.merriman.com/jobs
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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