The Tanglewood Story
Independent
From The Start
Our Foundation
Tanglewood was built on a founding principle that still guides us today: clients deserve independent advice grounded solely in their best interests.
When John F. Merrill established the firm in 1979, one of the earliest fee-only advisory firms in the country, he set out to create a different kind of experience, free from the conflicts that defined much of the industry. His vision set the course. The strength and continuity of the team he built have carried that vision forward for more than 45 years.
Tanglewood Today
Today, Tanglewood remains proudly independent and deliberately built for long-term stability. The evolution of our leadership—through new shareholders and a strengthened management team—reflects an intentional approach to continuity and succession. Each generation of leaders carries forward the firm’s core values. With a broad leadership team in place you can feel confident knowing you’re supported by a collective of professionals dedicated to your long-term success.
Through every chapter, one commitment remains unchanged: Clients first. It’s the foundation John established, and it continues to shape how our entire team serves, guides, and supports clients for the decades ahead.
Our Purpose
At Tanglewood, we believe clients deserve a partner who understands them and is committed to their long-term well-being. Our mission is to earn lasting trust by providing clear guidance, honest advice, and genuine personal attention. As an independent, fee-only firm, our loyalty is focused solely on our clients and the decisions that serve them best. With real people available when you need us and a deep respect for your privacy, we handle every financial matter with the same care we would want for our own families. This is the standard we uphold every day.
Our Values
True Independence
Transparency
Trust
Get In Touch
Every client relationship starts with a conversation. Tell us a little about yourself and what you need, and we’ll set aside time to talk.