Merriman Wealth Management

Merriman Wealth Management began in 1983 as a fee-only investment advisory firm focused on excellent client service, intelligent investing, and long-term success. We have grown alongside our clients, managing more than $3.5 billion nationwide. But our investment advice is just the beginning. We have been a founding member of Focus Financial Partners since 2012. Via this association of independent wealth managers, we have access to the best practices of Focus Partners, a collection devoted to your interest. In April 2016, we bought Summit Capital Management, LLC. We launched Carter and Carter Wealth Strategies in July 2017, and we have two locations in Spokane, Washington, and Eugene, Oregon. With around 50 employees, 13 of whom are CFPs, Merriman provides comprehensive wealth management for clients who desire to meet their financial objectives. This encompasses tax planning, estate planning, and insurance services.

Merriman reviews are very positive. Many clients praise the company's advisors, like Sierra, Aaron, and Paresh, applauding their thoroughness and commitment. Interviewers express naive donors that they are anxious about not managing their investing on their own. Still, reviews clarify that they are guided through this process due to the support and outstanding customer service provided by the advisors. The company's comprehensive, well-structured approach is also considered the reason for their overall success, even in challenging economic times. Many clients also recommend Merriman, suggesting that it is a good place for those who want to invest safely. The majority of clients specifically focus on how comfortable they feel, citing the team's exceptional service and thoroughness.