Bryant Merryman CFP®

Partner and Senior Wealth Advisor

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Who Bryant Typically Helps

Individuals approaching retirement, widows and widowers, people navigating divorce, executives with complex compensation, established families focused on legacy planning, blended families, and households with interconnected tax, estate, investment, and risk management needs.

Serving Clients in

Chicago • the North Shore • Lake Forest • Naperville • Lisle • Hinsdale • Communities throughout Chicagoland

Available nationwide through virtual meetings

Questions Bryant Helps Answer

How can I create tax-aware retirement income and evaluate Roth conversions?
What should I prioritize during divorce or after losing a spouse?
How can I coordinate estate and trust decisions?
How should I manage concentrated stock, compensation, or a liquidity event?
How can I address insurance, liability, cybersecurity, and fraud risks?

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 making a meaningful impact on my clients' lives through customized investment management, financial planning, risk management, and tax strategy solutions. It is truly rewarding to see my clients achieve their financial goals and to know that I played a part in helping them get there.

—Bryant Merryman, Partner and Senior Wealth Advisor

Bryant’s Frequently Asked Questions

What should I expect when I begin working with Bryant as my financial advisor?

Bryant begins by listening closely to understand what is driving each client’s concerns and what a successful outcome would mean for them and their family. He then brings their income, assets, liabilities, taxes, estate documents, insurance, and existing planning into one organized view. From there, he breaks complex decisions into clear choices, explains the tradeoffs in plain language, and provides specific recommendations. Clients can expect proactive communication and a clear understanding of what needs attention, why it matters, and what comes next.

Will I work directly with Bryant, and who else may support my financial plan?

Bryant will serve as your primary advisor, supported by a coordinated team that may include an associate advisor and other experienced advisors. Mission Wealth specialists in investments, tax planning, estate planning, and other areas may also contribute based on your needs.

Mission Wealth is a fiduciary. What does that mean?

As a fiduciary, Mission Wealth is required to act in your best interest and not place our interests ahead of yours when providing investment advisory services. Our recommendations are guided by your goals, circumstances, and overall financial needs.

How often will we meet and review my financial plan?

Meeting frequency is tailored to your planning needs and the scope of your relationship with Mission Wealth. You and Bryant will establish a review schedule, with additional conversations as important decisions, opportunities, or life changes arise.

Can I work with Bryant if I live outside the local area or my situation is not listed above?

Yes. Bryant meets with clients locally in person and works with clients across the United States by video and phone. The audiences and questions highlighted above reflect areas of experience, not requirements for working together.

Professional Background

Bryant was originally drawn to Mission Wealth by the firm’s 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.

Bryant holds a Bachelor of Business Administration in Finance from the Tippie College of Business at the University of Iowa and is a CERTIFIED FINANCIAL PLANNER™.

Personal Pursuits

Bryant, along with his wife and children, reside 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.