Merriman’s educational resources for serious investors
We have made a commitment to help every investor. We would like to provide each individual who asks for our help with the personalized service of a one-on-one consultation with one of our financial advisors, but because of the huge volume of requests we receive, we are no longer able to do so and continue to maintain the level of service our clients have come to appreciate.
At this time, we are able to provide free initial consultations only to those who have enough investible assets to become a Merriman client, or who are within five years of retirement. If you do not meet these requirements, we hope that you find benefit in the resources we’ve made available to all investors.