Putting our clients’ needs and financial goals first since 1924.

Who we are.

Richards Merrill has been serving Spokane’s wealth management needs since 1924.

Our comprehensive approach combines personal guidance and solutions from our experienced financial analysts and investors, as well as an abundance of resources that will help you meet your investment goals.

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.

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 our community.

At Richards Merrill, we believe that empowering our community is just as important as empowering our clients. RM professionals and staff partner with a variety of nonprofits 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: