History
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. In 2012, Merriman joined Focus Financial Partners, the leading partnership of independent wealth management companies in the nation. This partnership gives us access to the best practices and insights from other Focus partners, who are committed to putting clients' interests first. In April 2016, Merriman acquired the advisory business of Summit Capital Management, LLC and in July 2017, Carter and Carter Wealth Strategies. We now have offices in Seattle and Spokane, Washington and Eugene, Oregon.
Specialties
We offer a comprehensive approach to wealth management that includes investment planning, taxes, estate planning, insurance, risk management, charitable giving and more.