Market Opportunity for 2019

December 31, 2018

Stocks Finishing Best Year Since 2013

 

In the Houston Business Journal
January 9, 2015

 

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

 

Brian Merrill, CFP®

  • Brian Merrill, CFP®

    Partner

    Brian was born and raised in Houston, graduating from Memorial High School in 1997. He proceeded to Southern Methodist University where he earned a BBA in Finance and Marketing (double major) in 2001.
     
    Brian interned at Enron Corp. and then accepted a full time offer upon graduation. Two months after the infamous Enron collapse, Brian left to join his father at Tanglewood.
     
    For his first three years at the firm, Brian served as an investment analyst doing research and assisting with portfolio management. In 2004 he started the “All Seasons Retirement Portfolios” program at Tanglewood, now named “Tanglewood Portfolios”. 
     
    In 2014, Brian purchased a 10% stake in Tanglewood and joined the firm as the third equity partner.  With this change, Brian’s role transitioned to greater leadership, including his current role as Director of Marketing and serving as a key member of the firm’s Investment Committee.  Brian continues to serve as Wealth Manager for firm clients.  
     
    Brian has co-written two books with his father, The Sure Road to Investment Success (2007) and Investing in Uncertain Times (2012). They recently released an updated and expanded 2nd Edition of Investing in Uncertain Times in 2018.
     
    Over the years Brian has taken leadership positions for several non-profit groups in the Houston area.  In 2014, he married the love of his life, Nikki.  They have two sons Brendan (born in 2016) and Benjamin (born in 2019). The four of them live with their rescue dog "Lucky" in the Memorial area of Houston.
    “I’m fortunate to work with such a high quality firm, and to do work that I love with people I respect. Personally, I most enjoy working with successful professionals under 50 who are committed to their long term goals.  These highly motivated, high earners are still working toward their goals, understand the value of savings, and value an Advisor they can partner with to plan, protect and preserve their accumulating wealth so that they can focus on other priorities during this time in their life.”

     

    Media Appearances:

     

    How ETFs Changed The Advisory Business ETF.com, January 17, 2019

    How to Protect Your College Savings from Market Swings CNBC, September 13, 2018

    How Zero-Based Budgeting Can Help Clients The Wall Street Journal, February 5, 2018

    The Financial Planners Guide to Giving-3 Holiday Tips Houston Business Journal, November 20, 2015

    Oil prices up as report says companies re-evaluating $1.5 trillion in projects Houston Chronicle, September 21, 2015

    Advisors Go Paperless for Efficiency and Growth Financial Advisor IQ,  July 29,2015

    Outsourcing Inspires Strong Feelings in FAs: Study Financial Advisor IQ, April 27, 2015

    Have Too Much Money In Your Retirement Account? See This Guy Houston Business Journal, June 12, 2014

    Tech Cuts Costs, Lowers Client Fees For Houston Financial Advice Firm Houston Business Journal, July 3, 2013

Contact Information

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

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