Our highly experienced team of wealth management advisors deliver comprehensive, holistic solutions for managing wealth, based on our unbiased and forward-thinking strategies.

2007 GSBA Business Leader of the Year

Merriman is a fee-only advisory firm offering a comprehensive approach to wealth management including investment planning, taxes, charitable giving, and estate planning.

First Vice President – Wealth Management MAKERS Class of 2021 The use of the CDFA® designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. CRC 3544300 04/2021

2009 GSBA Scholar Landon Tan is a trans-masculine Certified Financial Planner™ who brings philosophical and social justice nuance to the art of financial planning and investment management. Securities and Advisory Services offered through LPL Financial, a registered investment advisor. SIPC www.sipc.org

2005 President's Award 2009 Business Leader of the Year Award Financial Planning for all ages, Investments, College Savings, Stock Options and RSU experience