Bryant Merryman Client Advisor Mission Wealth

Bryant Merryman

In by Mission Wealth

Bryant Merryman Partner and Senior Wealth Advisor at Mission Wealth

Bryant Merryman

CFP®, AWMA™

Partner and Senior Wealth Advisor

Chicago, St. Charles

(847) 901-3392

CONTACT BRYANT

Bryant Merryman

CFP®, AWMA™

Partner and Senior Wealth Advisor

Chicago, St. Charles

(847) 901-3392

CONTACT BRYANT

"I am passionate about delivering the best possible advice to my clients, and that means diving deep into the details. By taking the time to thoroughly analyze each client's unique situation, I can provide tailored recommendations that are specifically designed to help them achieve their financial goals. Through my dedication to providing customized advice and guidance, I aim to empower my clients to take control of their finances and achieve their financial objectives."

Bryant Merryman is a Partner and Senior Wealth Advisor at Mission Wealth, serving the Chicago, Illinois, and surrounding areas.. He provides tailored financial planning, investment management, risk management, and tax strategy solutions to business owners, professionals, and retirees. Bryant’s commitment to building long-lasting relationships with his clients is reflected in his personalized approach to wealth management. He leverages his expertise to help clients achieve their financial objectives, by taking the time to understand their unique needs and goals. Bryant is also a member of the Mission Wealth Investment Committee.

"I am passionate about delivering the best possible advice to my clients, and that means diving deep into the details. By taking the time to thoroughly analyze each client's unique situation, I can provide tailored recommendations that are specifically designed to help them achieve their financial goals. Through my dedication to providing customized advice and guidance, I aim to empower my clients to take control of their finances and achieve their financial objectives."

Bryant Merryman is a Partner and Senior Wealth Advisor at Mission Wealth, serving the Chicago, Illinois, and surrounding areas.. He provides tailored financial planning, investment management, risk management, and tax strategy solutions to business owners, professionals, and retirees. Bryant’s commitment to building long-lasting relationships with his clients is reflected in his personalized approach to wealth management. He leverages his expertise to help clients achieve their financial objectives, by taking the time to understand their unique needs and goals. Bryant is also a member of the Mission Wealth Investment Committee.

Learn About Bryant Merryman

Professional Background

Bryant was originally drawn to Mission Wealth by the firms dedication to providing clients with exceptional financial planning and investment advice, all while upholding the highest ethical standards. Prior to joining Mission Wealth, he worked with premier investment firms in the Chicagoland area. In January, 2023 he achieved the distinction of becoming the youngest partner in Mission Wealth's history.

Bryant holds a Bachelors of Business Administration in Finance from the Tippie College of Business at the University of Iowa. His certifications include CERTIFIED FINANCIAL PLANNER™ and Accredited Wealth Management Advisor™.

Personal Pursuits

Bryant, along with his wife and son, resides in the northern suburbs of Chicago. When he's not working towards his clients' financial goals, he enjoys spending quality time with his family and friends, playing golf, traveling, and is a loyal Chicago sports fan.

Community Impact

Bryant is committed to giving back to his community through philanthropy and community service. He serves as a Board Member for the Salvation Army Echelon in Chicago, where he actively participates in charitable events and programs that support those in need. His passion for making a positive impact in the lives of others is evident in his dedicated service to the organization.

Spotlight on Andy Penso

Mission Wealth Success Story

A fee and value conscious investor was reluctant to adopt a one-size fits all approach. Mission Wealth used alternatives in the Private Credit and Private Real Estate sectors in order to build a custom, high-yielding portfolio. Additionally, a portion went into Middle Market Loans to small and mid-cap companies. Both strategies utilized short-term and floating-rate loans with competitive risk-adjusted yields. These provided a nice compliment to an individual bond ladder, traditional high yield, and floating rate fixed income.

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About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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