Merriman is an independent wealth management and financial planning firm established in 1994 by John Merriman. Headquartered in Seattle, Washington, the company provides comprehensive advisory services tailored to high-net-worth individuals, families, and institutions. Over nearly three decades, Merriman has built its reputation on a client-first approach, emphasizing transparent communication and a fiduciary standard to help clients pursue their long-term financial objectives.
The firm’s core offerings include personalized investment management, retirement planning, estate and legacy planning, tax-aware strategies, and risk management. By integrating goal-based financial planning with disciplined portfolio construction, Merriman seeks to deliver solutions that balance growth potential with prudent risk controls. In addition to traditional equities and fixed income, the company offers access to alternative investments, socially responsible investing options, and customized solutions for clients with complex wealth structures.
While Merriman’s roots are firmly planted in the Pacific Northwest, with offices in Seattle, Spokane, Tacoma, Portland and Boise, the firm also serves a nationwide clientele through digital advisory services and virtual planning meetings. This regional presence allows Merriman to combine local market insights with broader economic perspectives, ensuring that investment strategies remain aligned with both regional dynamics and global trends.
Leadership at Merriman is led by founder and CEO John Merriman, a Certified Financial Planner™ practitioner and Chartered Financial Analyst® charterholder. He is supported by a team of experienced advisors, tax professionals and client service specialists who collaborate to maintain the firm’s independent, fee-only structure. Together, they uphold the company’s commitment to rigorous research, ongoing education and the highest standard of ethical conduct in serving their clients’ evolving financial needs.
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