Merriman Wealth Management Joins Forces with Focus Partners

Merriman Wealth Management Joins Forces with Focus Partners

In a strategic move that underscores its commitment to growth and excellence in financial services, Merriman Wealth Management, a prominent wealth management firm based in Seattle, has announced its merger with Focus Partners Wealth, LLC. This partnership is anticipated to enhance their ability to serve clients effectively while expanding the range of resources available.

Details of the Merger

Merriman Wealth Management, recognized for its personalized financial services, will now integrate with Focus Partners Wealth, LLC, a growing network of wealth management firms. This merger, set to conclude on a selected date in the near future, will make Merriman's impressive $4.16 billion in regulatory assets under management part of Focus Partners Wealth’s overall management strategies.

Empowering Financial Futures

Since joining Focus as a network firm in 2012, Merriman has focused on delivering tailored financial advice to clients nationwide. The firm’s guiding principle, known as the “Merriman Method,” prioritizes providing clients with precise and thoughtful information to inform their financial decisions. This approach will be further enhanced by the extensive resources available through Focus Partners Wealth.

Potential Benefits for Clients

With over 55 skilled professionals primarily situated in the Pacific Northwest, Merriman is poised to elevate its service offerings by leveraging the broad suite of financial planning and investment opportunities available through Focus Partners Wealth. This collaboration not only enhances Merriman's wealth advisory services but also strengthens Focus Partners Wealth’s position in the critical Pacific Northwest market.

Leadership Integration

As part of this merger, Jeremy Burger, the CEO of Merriman Wealth Management, will take on a significant role at Focus Partners Wealth, joining esteemed leaders such as Gerry Goldberg, Wendy Hartman, and Sheila Ryan in a capacity that focuses on expanding national advisory initiatives and support for advisors throughout the country.

Shared Vision for Client Success

Jeremy Burger stated, "Our focus has always been to deliver excellent client service, offering outstanding advice, solutions, and long-term strategic guidance. By joining Focus Partners Wealth, we will have even greater capacity to empower our clients with the expertise, confidence, and peace of mind they need to meet their financial goals." This vision has the potential to transform client experiences across both entities.

Adam Birenbaum, CEO of Focus Partners Wealth, lauded Merriman for its dedication to exceeding client expectations in financial planning and investment management. He stated, "Merriman shares our philosophy of putting clients’ interests and their evolving needs first, and we’re thrilled to welcome their team of like-minded advisors into the fold.”

Implications of the Acquisition

Merging Merriman Wealth Management into the Focus Partners Wealth framework signifies Focus’s ongoing growth strategy. This merger marks an important milestone, being their ninth acquisition this year alone, highlighting the company’s commitment to expanding its services and capabilities within the wealth management industry.

Focus Partners Wealth Overview

Focus Partners Wealth prides itself on creating a partnership that upholds a client-first approach, blending innovative solutions with strong business acumen. They bridge the gap between wealth management and advisory services, allowing clients to navigate their financial futures with confidence and assurance.

About Merriman Wealth Management

Founded in 1983, Merriman Wealth Management has established itself as a trusted name in the industry, offering a wide scope of services that includes financial planning, investment management, and retirement strategies. With a dedicated team of over 55 professionals, including more than 30 advisors, the firm caters to the tailored needs of over 2,000 clients across the country.

Frequently Asked Questions

What is the significance of the merger between Merriman and Focus Partners Wealth?

This merger enhances the service offerings of both firms, allowing them to better serve clients while expanding their resources and capabilities in wealth management.

How will clients benefit from this merger?

Clients of both firms will have access to a broader range of financial services, investment strategies, and enhanced support from a larger team of experts.

Who are the key leaders involved in this merger?

Jeremy Burger, CEO of Merriman, will join the leadership team at Focus Partners Wealth alongside other executives like Gerry Goldberg, Wendy Hartman, and Sheila Ryan.

When is the merger expected to be finalized?

The transaction is anticipated to close soon, following customary closing conditions.

What is the mission of Merriman Wealth Management?

The mission of Merriman is to equip clients with reliable information and personalized guidance to help them navigate their financial futures confidently.

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