Business Philosophy

As an investment advisor registered with the Securities and Exchange Commission, we are held to a strong code of ethics and have a fiduciary responsibility to put our clients’ needs ahead of our own.

We have carefully structured our business to meet those requirements by:

• serving our clients without regard to the size of their accounts
• keeping our costs low and passing the savings on to our clients
• avoiding conflicts of interest and disclosing those that are unavoidable
• charging for our services on a fee-only basis
• selling no financial products and receiving no sales commissions

As a firm we educate, we help, and we don’t apply pressure. We are not here to sell performance or promise miracles. We teach our clients only what we ourselves believe and look to cultivate long-term relationships with each one.

Merriman is 100% owned by the people who work here and our families, so this approach to doing business makes a world of difference not only to our clients, but to each of us in how we feel about focusing our time and energy on the work we do.

Free Initial Consultation

What's New on Sound Investing