Paul Merriman is a nationally recognized authority on mutual funds, index investing and asset allocation.
After retiring in 2012 from Merriman Wealth Management, which he founded in 1983, Paul created The Merriman Financial Education Foundation, dedicated to providing investors of all ages with free information and tools to make informed decisions in their own best interest and successfully implement their retirement savings program.
Paul is author of eight books, including, We’re Talking Millions! 12 Simple Ways to Supercharge Your Retirement; Financial Fitness Forever: 5 Steps to More Money, Less Risk, and More Peace of Mind; Live It Up Without Outliving Your Money and the “How To Invest” series.
He writes a regular column for The WSJ’s MarketWatch.com and produces a multi-award-winning weekly podcast, “Sound Investing,” named by Money magazine as the best money podcast. Subscribers to his free twice-monthly newsletter number more than 30,000 in 2021.
Paul has been widely quoted in national publications and twice has been a featured guest speaker at Harvard University’s investor psychology conference. He has led more than 1,000 investor workshops and has been a featured guest on national TV shows and many investment-related podcasts. He has addressed many local chapters of the American Association of Individual Investors (AAII), in addition to numerous student, educator and investor associations and programs. The Foundation also supports the curriculum development and presentation of an accredited course, ‘personal finance for non-business majors,’ at Paul’s alma mater, Western Washington University.
At his website (paulmerriman.com) he provides an abundance of free books and resources, including annually-updated recommended mutual fund and Best-In-Class ETF portfolios at Vanguard, Fidelity, Schwab, T Rowe Price, and M1 Finance, plus hundreds tables based on historic/academic research.
Among the many accomplishments in 2021, his Foundation introduced its latest tool, The Lifetime Investment Calculator and published Two Funds for Life by Chris Pedersen.
Paul is the recipient of the American Association of Individual Investor’s James Cloonan Award for “Excellence in Investment Education,” (2021) named to honor the founder of AAII, and a distinguished alumni award from Western Washington University’s School of Economics. He is a founding member of the board of directors of Global HELP, a Seattle-based non-profit organization that produces medical publications and distributes them free to doctors and other health care workers in developing nations.
He lives on Bainbridge Island, WA with his wife and three dogs.
