The Frankeberger Group is a wealth management team within Merrill offering services to both institutional and private clients. We believe in establishing a relationship with you and customizing your experience. Understanding your personal needs, priorities, values, and unique family dynamics is essential. We understand that you lead a busy life full of responsibilities and commitments. Our hope is to make life a little easier by creating a relationship where you feel confident and supported. Our team utilizes a holistic approach to offer a range of disciplined, and personalized wealth management strategies. In order to best serve you, we are committed to remaining current in knowledge of evolving wealth strategies. Our mission is to provide customized financial advice and guidance to help clients achieve their goals, along with regular communication and review.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
