Seth Merrill

Seth Merrill is a Partner at The Norden Group, a registered investment advisory firm based in Provo, Utah, where he leads client engagement and portfolio strategy for high-net-worth individuals and families. His responsibilities include designing customized public and private portfolio allocations, implementing tax optimization strategies, and overseeing estate planning and asset protection solutions for clients. He is noted for leveraging Centers of Influence (COI) networks to drive organic growth and enhance the firm’s collaborative client service model across financial, legal, and tax sectors.

With over a decade of investment advisory experience, Seth transitioned to The Norden Group in 2014 after serving as a Financial Advisor in the financial services industry. Throughout his career, he has focused on diversified asset management, including equities, bonds, mutual funds, and alternative investments, with a particular emphasis on delivering comprehensive financial strategies tailored to each client’s unique needs. His background reflects deep expertise in portfolio construction and relationship-driven advisory work within private wealth management.

Seth Merrill holds a Bachelor of Science in Exercise Science from Brigham Young University and an Associate’s Degree in General Studies from Eastern Arizona College. His approach to investment management combines rigorous financial analysis with a strong commitment to ethical guidance and collaborative solutions. He is recognized for his leadership in industry best practices, especially in building strategic partnerships and advancing client-centric growth initiatives at The Norden Group.