“Unbiased, clear and original in its long-term view of portfolio construction. A must read for serious investors.”
—Charles R. Schwab

 

John Merrill

  • John Merrill

    President, Chief Investment Officer

    John was raised in Arlington, Texas, and moved to Houston in 1973.  John attended the University of Texas at Arlington and received his Bachelor of Science degree in University Studies with concentrations in economics, government and mathematics.  He completed his Certified Financial Planner studies in 1980.
     
    John is a pioneer in wealth management services. After working with a local financial planning firm from 1974 to 1979, he founded Tanglewood as Houston’s first “fee only” (no commissionable products) financial planning and investment management firm in 1979.  From the beginning, John believed that there should be no conflicts of interest with clients.  John is proud of the fact that he has never raised fees and, in fact, has lowered them four times over his career.
     
    John is a recognized leader in the Registered Investment Advisor (RIA) community.  He served on Charles Schwab’s Advisory Board (2007-2008).  He has been recognized by both Barrons and Worth magazine as one of the top advisors in the country.  He has often appeared on CNBC, Bloomberg TV and the Fox Business channel.  He has been quoted in a wide variety of business publications including The Wall Street Journal, Barrons, Investors Business Daily and the Houston Chronicle.  John manages over $800 million in client assets.
     
    John has written or co-written five books on portfolio management.  The latest, Investing in Uncertain Times (2012), was co-written with his son Brian (who also works at Tanglewood).  John also wrote Outperforming the Market, McGraw Hill, (1998) and Beyond Stocks (1997).
     
    John and his wife Diane are very active in the Houston community.  John serves as chairman of the Financial Literacy Board, a non-profit endowment at the University of Texas at Arlington. Diane is very involved with the Houston Holocaust Museum.  Both John and Diane are avid golfers.  They also enjoy traveling and include golf on most trips.
     
    “There is absolutely nothing more rewarding than helping clients create a plan that meets all of their goals and that balances the tradeoffs between current and future needs.  For me, it is all about the client, getting to know them, appreciating their personal needs and formulating a strategy that helps them achieve what matters most to them.”

     

     

     

     

Contact Information

1400 Post Oak Boulevard, Suite 550
Houston, TX 77056
Phone: (713) 840-8880
info@tanglewoodwealth.com

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