www.merriman.com
Open in
urlscan Pro
69.164.198.123
Public Scan
Submitted URL: http://merriman.com/
Effective URL: https://www.merriman.com/
Submission Tags: tranco_l324
Submission: On May 29 via api from DE — Scanned from DE
Effective URL: https://www.merriman.com/
Submission Tags: tranco_l324
Submission: On May 29 via api from DE — Scanned from DE
Form analysis 1 forms found in the DOM
POST /#gf_3
<form method="post" enctype="multipart/form-data" target="gform_ajax_frame_3" id="gform_3" action="/#gf_3" data-formid="3" novalidate="">
<div class="gform-body gform_body">
<div id="gform_fields_3" class="gform_fields top_label form_sublabel_below description_below validation_below">
<fieldset id="field_3_3" class="gfield gfield--type-name gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible"
data-js-reload="field_3_3">
<legend class="gfield_label gform-field-label gfield_label_before_complex">Name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_complex ginput_container ginput_container--name no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name gform-grid-row" id="input_3_3">
<span id="input_3_3_3_container" class="name_first gform-grid-col gform-grid-col--size-auto">
<input type="text" name="input_3.3" id="input_3_3_3" value="" aria-required="true" placeholder="Your First Name">
<label for="input_3_3_3" class="gform-field-label gform-field-label--type-sub ">Your First Name</label>
</span>
<span id="input_3_3_6_container" class="name_last gform-grid-col gform-grid-col--size-auto">
<input type="text" name="input_3.6" id="input_3_3_6" value="" aria-required="true" placeholder="Your Last Name">
<label for="input_3_3_6" class="gform-field-label gform-field-label--type-sub ">Your Last Name</label>
</span>
</div>
</fieldset>
<div id="field_3_2" class="gfield gfield--type-email gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_3_2"><label
class="gfield_label gform-field-label" for="input_3_2">Your Email<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_email">
<input name="input_2" id="input_3_2" type="email" value="" class="medium" placeholder="Your Email" aria-required="true" aria-invalid="false">
</div>
</div>
<div id="field_3_4" class="gfield gfield--type-captcha gfield--width-full field_sublabel_below gfield--no-description field_description_below hidden_label field_validation_below gfield_visibility_visible" data-js-reload="field_3_4"><label
class="gfield_label gform-field-label" for="input_3_4">CAPTCHA</label>
<div id="input_3_4" class="ginput_container ginput_recaptcha gform-initialized" data-sitekey="6Lfc3R8nAAAAACKpL6TNECv0K5U2EJYwEWLczpGx" data-theme="light" data-tabindex="-1" data-size="invisible" data-badge="bottomright">
<div class="grecaptcha-badge" data-style="bottomright"
style="width: 256px; height: 60px; display: block; transition: right 0.3s ease 0s; position: fixed; bottom: 14px; right: -186px; box-shadow: gray 0px 0px 5px; border-radius: 2px; overflow: hidden;">
<div class="grecaptcha-logo"><iframe title="reCAPTCHA" width="256" height="60" role="presentation" name="a-aogxupjzt7y7" frameborder="0" scrolling="no"
sandbox="allow-forms allow-popups allow-same-origin allow-scripts allow-top-navigation allow-modals allow-popups-to-escape-sandbox allow-storage-access-by-user-activation"
src="https://www.google.com/recaptcha/api2/anchor?ar=1&k=6Lfc3R8nAAAAACKpL6TNECv0K5U2EJYwEWLczpGx&co=aHR0cHM6Ly93d3cubWVycmltYW4uY29tOjQ0Mw..&hl=en&v=joHA60MeME-PNviL59xVH9zs&theme=light&size=invisible&badge=bottomright&cb=vmsv9rpmgvga"
tabindex="-1"></iframe></div>
<div class="grecaptcha-error"></div><textarea id="g-recaptcha-response" name="g-recaptcha-response" class="g-recaptcha-response"
style="width: 250px; height: 40px; border: 1px solid rgb(193, 193, 193); margin: 10px 25px; padding: 0px; resize: none; display: none;"></textarea>
</div><iframe style="display: none;"></iframe>
</div>
</div>
<div id="field_3_5" class="gfield gfield--type-honeypot gform_validation_container field_sublabel_below gfield--has-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_3_5"><label
class="gfield_label gform-field-label" for="input_3_5">Name</label>
<div class="ginput_container"><input name="input_5" id="input_3_5" type="text" value="" autocomplete="new-password"></div>
<div class="gfield_description" id="gfield_description_3_5">This field is for validation purposes and should be left unchanged.</div>
</div>
</div>
</div>
<div class="gform_footer top_label"> <input type="submit" id="gform_submit_button_3" class="gform_button button" value="Subscribe"
onclick="if(window["gf_submitting_3"]){return false;} if( !jQuery("#gform_3")[0].checkValidity || jQuery("#gform_3")[0].checkValidity()){window["gf_submitting_3"]=true;} "
onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_3"]){return false;} if( !jQuery("#gform_3")[0].checkValidity || jQuery("#gform_3")[0].checkValidity()){window["gf_submitting_3"]=true;} jQuery("#gform_3").trigger("submit",[true]); }">
<input type="hidden" name="gform_ajax" value="form_id=3&title=&description=&tabindex=0&theme=gravity-theme">
<input type="hidden" class="gform_hidden" name="is_submit_3" value="1">
<input type="hidden" class="gform_hidden" name="gform_submit" value="3">
<input type="hidden" class="gform_hidden" name="gform_unique_id" value="">
<input type="hidden" class="gform_hidden" name="state_3" value="WyJbXSIsImFjZTM4MWQxNTFiNDc5ZWIwYWI0ZmE2YTI0Yjg2ZjkwIl0=">
<input type="hidden" class="gform_hidden" name="gform_target_page_number_3" id="gform_target_page_number_3" value="0">
<input type="hidden" class="gform_hidden" name="gform_source_page_number_3" id="gform_source_page_number_3" value="1">
<input type="hidden" name="gform_field_values" value="">
</div>
<p style="display: none !important;" class="akismet-fields-container" data-prefix="ak_"><label>Δ<textarea name="ak_hp_textarea" cols="45" rows="8" maxlength="100"></textarea></label><input type="hidden" id="ak_js_1" name="ak_js"
value="1716981212155">
<script>
document.getElementById("ak_js_1").setAttribute("value", (new Date()).getTime());
</script>
</p>
</form>Text Content
Skip to content 01 Day 07 Hours 46 Minutes 20 Seconds Register now for our upcoming Lunch & Learn - Getting the Most Out of Your Company Stock - May 30 at 12:00pm PST Save Your Spot * About * Company Overview * Meet Our Wealth Advisors * Meet Our Client Services Team * Meet Our Leadership, Directors and Support Teams * Careers at Merriman * Who We Work With * Our Clients * In Your 30s and 40s * In Your 40s and 50s * In Your 60s and Beyond * Process * Services * Resources * All Resources * Webinars and Events * eBooks * Blog * Newsletter * Take Our Blind Spots Quiz! Menu Menu * Login * Merriman Client Portal * Charles Schwab * Fidelity * Login * Merriman Client Portal * Charles Schwab * Fidelity Contact Book a Meeting LIFE ONLY HAPPENS ONCE. LIVE IT FULLY. At Merriman, we manage your wealth so you can lead your best life. We take care of the financial planning and investment management, so you can deal in more possibilities and have the space you need to dream big. Because it’s time to stop asking "What should I do?" and start saying, "This is what I could do." Talk to a Merriman Advisor Today “In a world where so many folks worry about how to cover day-to-day expenses, I’ve come to see not thinking about money as perhaps the greatest luxury that money can buy.” Jonathan Clements, Author of From Here to Financial Happiness WHY MERRIMAN WEALTH MANAGEMENT Our goal is to grow with you over the long term and that starts from our very first conversation. Whether you’re looking to build wealth or plan for retirement, we’re here for all of life’s moments and to help you feel confident with your financial decision making at every life stage. Learn More About Us REAL-LIFE INSIGHT FOR EVERY LIFE STAGE We meet you where you are and walk alongside you as you plan for the future. We show you how a financial plan can make all the difference—our advice can help you feel more confident and at ease as you approach each of life’s milestones. We know your needs will change over time, so we provide a plan that’s personalized and evolves with you. See Who We Work With LAYING THE FOUNDATIONS FOR LIFE in your 30s & 40s You’re at a point where life is busy. Responsibilities are piling up—work, family, home ownership, and so many other priorities. You name it, you’re taking care of it. But you also want to think ahead and plan for the future; you want to have a sense of financial security for yourself and for those you care about. You’re just not sure where to start with investing and how a financial advisor can help. Learn More ENJOYING LIFE & PLANNING FOR THE FUTURE in your 40s & 50s You’re doing well in life and you’re at a point where you want to set yourself and others up for success. While you want to enjoy the present moment, things may be getting complex—you might be caring for aging parents, facing a growing tax bill, or thinking about retirement on the horizon. You know you need an advisor, but you want to find the right financial partner who will work with you so you can make the most of your life. You want a plan that works so you don’t have to worry. Learn More AGING GRACEFULLY & LEAVING A LEGACY in your 60s & beyond You’re probably thinking a lot about how you will enjoy retirement. You’re also at a point in your life where you don’t want to do everything by yourself anymore. So when it comes to investing and estate planning, you want a trusted partner and support system to help you make plans that will set you and your family up for the foreseeable future. That way you can enjoy your life and feel relieved knowing everything is taken care of. Learn More HOW WE WORK THE MERRIMAN METHOD We equip you with the reliable and intelligent information you need to understand your choices and feel empowered to make informed decisions about your financial future. Our advisors are here to help you get the most out of your resources so you can make the most of your life. Learn About Our Process WHAT WE DO INVEST YOUR WEALTH WISELY Together, we’ll talk about big-picture planning and how to achieve your investment goals, so you can attain the life you aspire to lead. With a Wealth Management Plan made to meet your needs and exceed your expectations, you can create a path to financial freedom and life fulfillment. Learn About Our Services WE’RE HERE TO SET YOU UP FOR SUCCESS—TODAY, TOMORROW, AND FOR EVERYTHING THAT COMES NEXT. TALK TO A MERRIMAN ADVISOR TODAY “Merriman is the place to be if you want your money invested wisely.” Marshall Rothman, Client [ Disclaimer ] OUR NEWSLETTER Subscribe to Merriman's Envision Newsletter to receive in-depth articles and expert commentary, delivered monthly to your inbox: "*" indicates required fields Name* Your First Name Your Last Name Your Email* CAPTCHA Name This field is for validation purposes and should be left unchanged. Δ By submitting your information, you consent to subscribe to Merriman's email list so that we may send you relevant content from time to time. Please see our Privacy Policy. LATEST ARTICLES A COMPLETE GUIDE TO STRATEGIC WEALTH BUILDING USING COMPANY STOCK MAY 2024 MARKET UPDATE WHAT SHOULD I DO WITH MY OLD 401(K)? [UPDATED APRIL 2024] NAVIGATING WEALTH TRANSFORMATION USING CONCENTRATED STOCK MANAGEMENT NAVIGATING DISABILITY INSURANCE: A COMPREHENSIVE GUIDE TO DETERMINING YOUR COVERAGE NEEDS VIEW ALL ARTICLES FREE EBOOKS MERRIMAN’S GUIDE TO LIVING FULLY IN RETIREMENT MERRIMAN’S GUIDE TO HOMEBUYING PROCESS MERRIMAN’S GUIDE TO REDUCING YOUR TAX BILL VIEW ALL EBOOKS TOLL FREE 800.423.4893 LOCAL 206.285.8877 SEATTLE OFFICE 920 5th Ave, Suite 2720 Seattle, WA 98104 Directions to Seattle Office EUGENE OFFICE 1400 Executive Pkwy, Suite 110 Eugene, OR 97401 Directions to Eugene Office BELLEVUE OFFICE 10900 NE 8th St, Suite 780 Bellevue, WA 98004 Directions to Bellevue Office QUICK LINKS * Home * About Us * Our Process * Our Services * Who We Work With * Our Team * Careers RESOURCES * Webinars and Events * eBooks * Blog * Newsletter * Take Our Blind Spots Quiz! ©2024 Merriman Wealth Management, LLC. All Rights Reserved | Your Privacy | Disclosures | Credentials Disclosures | Form CRS (PDF) | Website Accessibility Branding by Alkimie | Site by Tall Poppies Scroll To Top By continuing to browse or clicking "Ok," you agree to the storing of cookies on your device to enhance your site experience for analytical purposes. To learn more, see our privacy policy.Ok Notifications Disclaimer: These testimonials were provided by current or former clients of Merriman. These clients were not compensated for these testimonials. No material conflicts of interest exist since these clients were not compensated nor did they receive any other benefit for providing this content. * About * Company Overview * Meet Our Wealth Advisors * Meet Our Client Services Team * Meet Our Leadership, Directors and Support Teams * Careers at Merriman * Who We Work With * Our Clients * In Your 30s and 40s * In Your 40s and 50s * In Your 60s and Beyond * Process * Services * Resources * All Resources * Webinars and Events * eBooks * Blog * Newsletter * Take Our Blind Spots Quiz! × * Home * About * Company Overview * Meet Our Wealth Advisors * Meet Our Client Services Team * Meet Our Leadership, Directors and Support Teams * Careers at Merriman * Who We Work With * Our Clients * In Your 30s and 40s * In Your 40s and 50s * In Your 60s and Beyond * Our Process * Our Services * Resources * All Resources * Webinars and Events * eBooks * Blog * Take Our Blind Spots Quiz! * Client Login * Merriman Client Portal * Charles Schwab * Fidelity * Contact * Book a Meeting