John Merrill

  • John Merrill

    President, Chief Investment Officer

    John was raised in Arlington, Texas - between Dallas and Ft. Worth. He moved to Houston in 1973. John attended the University of Texas at Arlington from 1966 to 1970 and later received a 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. He worked with a local financial planning firm from 1974 to 1979. In October, 1979, John founded Tanglewood as Houston’s first “fee only” financial planning and investment management firm (no commissionable products). From the very beginning he believed that there should be no conflicts of interest with his 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 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 $1.2 billion in client assets.

    John has written or co-written six books on portfolio management. The latest, Investing in Uncertain Times 2nd Edition (2018), 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.”























    Media Appearances/Articles

    Market Opportunity for 2019  CNBC, December 31, 2018

    Domestic ETFs with Good Income NBR, July 13, 2018

    Dow Jones Closes Down Nearly 1,200 Points KPRC, February 5, 2018

    ETFs Benefitting From Global Upturn NBR, January 26, 2018

    Stocks Finishing Best Year Since 2013 CNBC, December 29, 2017

    ETFs to Keep An Eye On in 2017 CNBC, December 30, 2016

    What Matters to the Market CNBC, March 30, 2016

    The Bullish Case for Japan CNBC, July 24, 2015

    Strong US Dollar Fox Business, February 12, 2015

    Who's Behind Your Wealth Houston Business Journal, January 9, 2015

    2015 Outlook CNBC, December 31, 2014

    Domestic Stocks Fox Business, December 4, 2014

    Low Interest Rates Fox Business, September 3, 2014

    Gearing Up for Last Trading Day of 2013 CNBC, December 1, 2013


Contact Information

1400 Post Oak Boulevard, Suite 800
Houston, TX 77056
Phone: (713) 840-8880

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