Services

Since Merriman was founded in 1983, we have maintained a commitment to empowering people, whether they become our clients or not.

We share our research and insight with the public through:

• Free, educational workshops
• Articles on FundAdvice.com
• 401(k) advice at 401khelp.com
• Weekly email newsletters
• Sound Investing programs, including podcasts and Web-TV shows
• Paul Merriman’s book "Live it Up Without Outliving your Money!"

Although you can manage your money based on the information we provide through these sources, our money management services make it so you don’t have to.

As a client, you’ll have the support of a team made up of professionals in financial planning, investments and tax. This wide range of expertise allows us to bring your entire financial picture into balance, giving you the time and freedom to focus on the more enjoyable aspects of life.

Our services are specifically structured to help reduce the level of emotional decision making that can derail the best of plans. Your advisor will work with you to create a detailed investment plan and then will work on your behalf, making sure it gets implemented and keeping your portfolio appropriately structured over time.

Your advisor will meet with you periodically to review the performance of your accounts and the market, learn about any changes that may be occurring in your life, and re-evaluate your needs and goals.

In addition, our fee includes advice – at any time – on any other personal financial planning or investment-related matters that arise, including:

• retirement planning and distributions
• balancing or eliminating debt
• building and maintaining cash reserves
• tax strategies
• college funding
• real estate purchases

Some financial firms are paid commissions when they sell mutual funds and other financial products. This type of compensation leads to hidden charges and inevitable conflicts of interest that can be detrimental to clients’ interests.

We are a fee-only advisor. That means we don’t work on commission; we charge for investment services based on a percentage of assets under management. This way, we can offer you more objective advice and guidance.

To find out more about how you can benefit from our money management services, call us at 1.800.423.4893 or click here to schedule a free initial consultation with one of our financial advisors.

Free Initial Consultation

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