Merriman Berkman Next

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.