Our story

It started out as a tale of two companies - one an investment management firm and the other an accounting firm. Merriman Capital Management was founded in Seattle in 1983 by Paul Merriman. Berkman, Purdy and Lindstrom was founded in 1963 by George Berkman. In early 2006, our firms merged because we knew that together we could provide money management services that addressed every need our clients have in a more effective way.

We are money managers for real life - your life. We help people at all life stages with tax, retirement, estate, college and debt needs. Our educational approach provides the objective information you need to make intelligent money management decisions. We prefer to develop long-term relationships with our clients based on mutual understanding, real concern for their needs, and results.

We take the time to educate you, so that you can understand and feel absolutely comfortable with your money management plans. We help our investors employ a philosophy called 'global diversification' which uses a variety of investment styles and worldwide investment sources to impact return and risk. We help our tax clients make the right decisions to help maximize returns - even when they have unusual stock options or business needs.

Our clients tell us that they find clarity and peace of mind through our objectivity, our process and our unique approach. We hope you will too!

Contact us to reach any of our team of professionals, or for our office addresses.

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