Merriman Wealth Management, established in 1983 and headquartered in Seattle, Washington, is a fee-only financial advisory firm serving clients across the Pacific Northwest and beyond. The firm offers comprehensive wealth management services, including financial planning, retirement planning, investment management, estate planning, insurance analysis, and charitable giving strategies.

Merriman’s investment philosophy is centered around two main programs: MarketWise, which employs a passive, globally diversified approach using low-cost mutual funds, and TrendWise, which utilizes active management strategies with exchange-traded funds (ETFs) and exchange-traded notes (ETNs).