Focus Financial Partners Inc., an interdependent partnership of wealth management, business management, and related financial services firms, today announced that it has entered into a definitive agreement under which Seattle, WA-based Merriman Wealth Management, LLC will join Focus Partners Wealth, LLC. This transaction is expected to close on February 1, 2025, subject to customary closing conditions. Upon completion of this transaction, Merriman is expected to add approximately $4.16 billion, measured as of September 30, 2024, to Focus Partners Wealth’s regulatory assets under management.

Merriman joined Focus as a network firm in 2012 and delivers personalized financial advice to clients around the country. Throughout Merriman’s history, it has remained committed to its core mission, the “Merriman Method,” which emphasizes equipping clients with reliable, intelligent information to help them make informed choices about their financial futures.

Merriman, with a team of more than 55 members primarily across the Pacific Northwest, will gain access to extensive planning and investing services through Focus Partners Wealth and, in turn, enhance its own wealth advisory capabilities. Focus Partners Wealth will gain the ability to leverage Merriman’s network of trusted advisors to strengthen its footprint in the key Pacific Northwest market.

As part of the merger, Jeremy Burger, CEO of Merriman, will join Gerry Goldberg, Wendy Hartman, and Sheila Ryan as a Division President at Focus Partners Wealth, further building out its national advisory leadership team and supporting advisors across the country.

“Our focus has always been to deliver excellent client service, offering outstanding advice, solutions, and long-term strategic guidance,” said Burger. “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.”

“Merriman has earned a reputation for helping clients not only overcome the challenges they face but also surpass their expectations for what’s possible when it comes to planning their financial futures,” said Adam Birenbaum, CEO of Focus Partners Wealth. “From their tailored financial planning and investment management capabilities to their high-touch service approach, 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.”

“Merriman and Focus Partners Wealth are dedicated to serving, empowering, and meeting the needs of their clients,” said Michael Nathanson, CEO of Focus. “We’re excited to see what they accomplish together to provide even more and greater opportunities to their clients.”

The acquisition of Merriman will mark the ninth for Focus Partners Wealth since January 1, 2024, highlighting the momentum of Focus’ forward-looking strategy.

About Focus Financial Partners Inc.

Focus is an interdependent partnership of wealth management, business management, and related financial services firms, rooted in a client-first approach and powered by the collective energy and capabilities of its many advisors and professionals. The Focus partnership includes firms operated under the Focus Partners brand that reflect the company’s key business lines. Through a blend of innovative solutions, strong capital backing, and deep business expertise, Focus empowers its firms to achieve their business objectives by helping them better serve their clients and advisors. Discover more about how Focus is evolving the wealth and business management landscape by visiting www.focusfinancialpartners.com or by following the company on LinkedIn.

About Focus Partners Wealth, LLC

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth works with clients at every stage, helping them manage their financial future. Their team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing clients’ values, goals, motivations, and priorities at the heart of what they do. With nearly 100 locations across the country, Focus Partners Wealth serves clients in all 50 states. For more information visit wealth.focuspartners.com.

About Merriman Wealth Management, LLC

Merriman is a Seattle-based wealth management firm with origins dating back to 1983. The firm emphasizes a comprehensive wealth management approach that incorporates financial planning, retirement planning, insurance, estate/wealth transfer planning, income tax planning, and charitable giving strategies supported by their core investment management offering. Merriman has more than 55 team members, including more than 30 advisors, and serves more than 2,000 clients. For more information, please visit www.Merriman.com.

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