Virtually every new client comes to us with some areas of risk they don't even realize they are taking, and it's our job to help get them back on track. Do you know what your blind spots are? We employ a proactive and collaborative process to understand who you are and what you want to accomplish so we can implement a customized plan for all areas of your financial life: Investments, taxes, estate planning, insurance, charitable giving, and more.
Just 15 minutes is all it takes to get answers to any initial questions you might have and get you set up with a free consultation with a Merriman Wealth Advisor. Our comprehensive guides will help you address complex topics from taxes to Social Security and more! 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.
Just 15 minutes is all it takes to get answers to any initial questions you might have and get you set up with a free consultation with a Merriman Wealth Advisor. Our comprehensive guides will help you address complex topics from taxes to Social Security and more! 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.
Services
Contact us
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To learn more about Merriman and how we can help you, please give us a call or send us a message via the contact form to the right. We look forward to hearing from you! We are located on the 29th floor of 800 Fifth Avenue, a silver building on the northeast corner of Fifth and Columbia. The parking garage entrance will be on your RIGHT, half-way between Sixth and Fifth Avenues on Columbia Street.
About Merriman
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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 $3.5 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.
Life at Merriman
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Paul Merriman established Merriman in 1983 with the philosophy of taking care of clients first and foremost. His son, Jeff Merriman-Cohen took over several years later and worked to create a culture where clients and employees alike were treated as family. Jeremy Burger has continued on this tradition by hiring exceptional individuals who respect and appreciate their co-workers.
Working with Us
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A Merriman Advisor will employ a comprehensive wealth management approach to help you achieve your goals while preserving and protecting the wealth you have worked hard to accumulate. Our proactive and collaborative process helps us understand who you are and what you want to accomplish so we can implement a customized plan for all areas of your financial life: investments, taxes, estate planning, insurance, charitable giving, and more.
Investment Philosophy
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While your feelings about money play a prominent role in determining the strategy that is right for you, we don't think anyone's emotions-including our own-should have a role in making everyday decisions about your investments. Everything we do in your portfolio is based on using decades of academic research to identify an optimal mix of assets and make investment shifts accordingly.
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