Built around you. For the long term.

Thoughtful wealth management grounded in evidence, guided by a comprehensive financial plan, and built on a relationship that grows with you. 

start a conversation

A clearer approach to your financial future.

Managing wealth is about more than choosing investments. It's about making informed decisions, understanding how those decisions fit into your life, and having a plan to guide you as circumstances change. 


At Merriman Wealth Advisory, investment management and financial planning work together to help you navigate the decisions that matter - today, throughout your working years, and into retirement.

Invest with evidence, not speculation.

 Investment decisions should be guided by research, discipline, and a long-term perspective - not headlines, market predictions, or the pursuit of short-term trends. 


 My approach to investing draws on decades of financial research into how markets work and the factors that have historically influenced investment returns. The goal is to build diversified portfolios around sound evidence, manage risk thoughtfully, and keep the focus on the outcomes that matter to you. 

Explore the investment Approach

A plan for the life you're building.

A financial plan should do more than organize numbers. It should help you understand where you stand, explore what's possible, and make confident decisions about what comes next.


Through a structured planning process, we work together to understand your goals, assess your current financial position, evaluate different scenarios, and develop a plan tailored to your circumstances. As your life evolves, your plan can be revisited and adjusted to reflect new priorities and opportunities.

Explore the Planning Process

Advice built around a relationship.

Financial decisions are personal. They deserve advice that begins with listening, takes the time to understand your priorities, and recognizes that no two financial lives are the same.


As an independent advisory practice, Merriman Wealth Advisory is being built around lasting client relationships, direct communication, and advice that evolves alongside you. The objective is not simply to manage your wealth, but to help you make better-informed financial decisions over time.

Your financial future starts with a conversation.

Weather you're building wealth, approaching retirement, or looking for a more intentional approach to your finances, let's start by understanding what matters to you.

Get in touch

What to Expect

 Learn more about the process of becoming a client, from our initial conversation to understanding your financial picture and developing a plan tailored to your goals. 

learn more

Articles & Insights

Monthly articles on investing and financial planning topics, delivered straight to your inbox.