Frequently Asked Questions

Find quick answers to commonly asked questions about financial planning and investment.

What services do you offer?

We offer a range of investment and advisory services, including portfolio management, retirement planning, and tax optimization.

How can I get started?

To get started, simply contact us through the form on this page or give us a call. We'll be happy to discuss your financial goals and how we can help.

What are your fees?

Our fees vary depending on the services you require. We offer transparent pricing and will provide you with a detailed breakdown of our fees during our initial consultation.

Do you offer financial planning?

Yes, we offer comprehensive financial planning services to help you achieve your long-term financial goals. Our team of experts will work closely with you to create a personalized plan tailored to your needs.

Can I rollover my 401(k)?

Yes, we can help you rollover your 401(k) into an IRA or another retirement account. Our team will guide you through the process and ensure a smooth transition.

This web site and all contents located herin as associated with “Merriwether Investment Inc.”, Merriwether are the property of Merriwether, a registered investment advisor, is in no way a solicitation or offer of investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. By using this website, you accept our Terms of Use and Privacy Policy. This web site is only for the purpose of giving general information and is not intended to offer personal financial advice. The data and information contained herein is accurate insofar as we are aware; however, we do not warrant it or any other material, nor do we state or declare the performance of any fund, security or other investment, whether or not recommended herein, nor do we state nor intend to state that any such will perform in any particular manner nor that the historical pattern of same will necessarily continue in the future. Please refer to the Merriwether Investments, Inc. advisory brochure (ADV-II) for more information.
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