Putting our clients’ needs and financial goals first since 1924.
At Richards Merrill, we believe that you are our most important investment.
We believe you deserve a strategic financial partner who is focused first and foremost on your best interests and values your financial goals for the future.
We believe you deserve trustworthy investment advisors who always go the extra mile, guide you through the financial planning process and serve as a reliable resource along the way.
Results-driven personalized service.
As a locally owned investment firm, we’ve served our community for more than 90 years.
We practice a “client-first” philosophy with a focused approach toward investment selection to meet our clients’ objectives and steer them toward their goals. Since 1924, we have fostered a result-driven approach through personalized service.
Planning for a secure future.
Our comprehensive wealth management approach combines personal guidance and solutions from our experienced financial analysts and investors as well as an abundance of other resources.
We offer our clients guided investment planning using the Envision® platform. This flexible and innovative process allows for extensive consulting so you can feel confident and secure in the pursuit of financial goals. *
Envision® is a registered service mark of Wells Fargo & Co and used under license.
* The results may vary with each use and over time.
IMPORTANT: The projections or other information generated by the Envision platform regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.
Investing in the community.
At Richards Merrill, we believe that empowering our community is equally important as empowering our clients. RM professionals and staff partner with a variety of nonprofit organizations in the greater Spokane area. We serve on boards, manage donor funds and support several philanthropic organizations. Our support includes, but is not limited to:
Innovia Foundation
United Way
YWCA
Catholic Foundation
Chase Youth Foundation
Lincoln Hospital Foundation
Foundation of Davenport Schools
St. Mary’s Foundation
Friends of the Centennial Trail
Spokane HOPE School
Greater Spokane Incorporated
Greater Spokane Valley Chamber of Commerce