My Approach

Brandy Merriam - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Brandy Merriam - My approach photo


  • I enjoy my dogs- Saint Bernards and Corgis
  • Volunteering and staying active in the community
  • Cooking and entertaining with family and friends

Community Participation

  • Past President and Advisor of EWI Colorado Springs -Serving on the Board of Executive Women International
  • Volunteer Care and Share
  • Member of Colorado Springs Regional Business Alliance
  • Served on the Board of Springs Spree
  • Served on committee Go Red for Women by American Heart Association
  • Past Board of Directors and membership for the Peak Venture Group
  • Past Member of the Master Minds Group
  • Past Member of the El Paso County Contractors
  • Provide local education classes for multiple groups and employers in Colo Spgs
Years of Experience ?

Client Satisfaction 4.8 out of 5 rating based on 13 reviews 96.00

Areas of Focus

  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning
  • Business Retirement Plans
  • Intergenerational Planning
  • Retirement Income Strategies
  • Investment Management
  • Saving for Education
  • Estate Planning Strategies
  • Insurance
  • Retirement Plan Distribution

Awards & Recognition

  • Five Star Wealth Manager, 2018, 2017, 2014
  • Women's Choice Award:Financial Advisor, 2013

Files for Download

My Videos(10 videos)

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