We have been fortunate to work with Bryant and the Mission Wealth team since 2019 and they have provided amazing support and counsel that have helped us ensure that we continue to stay on track with our goals. Mission has provided us to a range of asset allocation and wealth management tools that have allowed us to customize our portfolio to meet our unique needs. We cannot speak highly enough of Bryant and his team for their insight, support, and guidance.
Bryant Merryman CFP®
Based in Lisle, Based in Chicago - Lisle, Bryant helps families, executives, and professionals coordinate retirement, taxes, estate planning, investment strategy, and risk management through major life and financial transitions
Ways to Connect
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?
The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.
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’s Frequently Asked Questions
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.
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.
Awards
-
Best-In-State, Next-Gen Wealth Advisor (IL) (opens in a new window)
Forbes | 2024 (#42), 2025 (#21), 2026 (#13)
-
Best-In-State Wealth Advisors (IL) (opens in a new window)
Forbes | 2026 (#217)
*for award disclosures and methodology, visit awards & rankings
Awards
-
Best-In-State, Next-Gen Wealth Advisor (IL) (opens in a new window)
Forbes | 2024 (#42), 2025 (#21), 2026 (#13)
-
Best-In-State Wealth Advisors (IL) (opens in a new window)
Forbes | 2026 (#217)
*for award disclosures and methodology, visit awards & rankings
Request an introduction to Bryant Merryman.
Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Bryant Merryman and Mission Wealth may be the right fit to support your life and financial goals.
Request an introduction
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor