Focus Partner Firms are transforming the landscape of wealth management.
Focus Financial Partners is at the forefront of a growing movement towards transparency and independence that’s sweeping the wealth management industry. Our partners are carefully selected based on the highest standards of excellence. Together they form a powerful network that supports collaborative relationships and the sharing of resources and best practices. Find out how the Focus partnership can help grow and invigorate your business.
Merriman, Seattle, WA
Focus Partner since December 2012
“ When we look at where the industry is headed, it is clear that clients value working with fiduciary advisors. Our vision has always centered on changing the way people manage money, and partnering with Focus gives us additional resources to bring our expertise to more clients in the region,” – Colleen Lindstrom, CEO
Founded in 1983, Merriman Wealth Management, LLC is a Seattle-based wealth management firm that advises on approximately $2.2 billion in client assets. The firm emphasizes a comprehensive wealth management approach that incorporates financial planning, retirement planning, insurance, estate/wealth transfer planning, income tax planning and charitable giving strategies supported by their core investment management offering. Today, Merriman employs a total of 36 staff, including 16 Principals, and serves over 2,000 clients. For more information, please visit www.merriman.com.