While most financial advisors focus on the numbers and run you through a system, we take a different approach that begins with focusing on you. We consider your entire wealth picture, including your talents, relationships, goals, and legacy. We aim to help you live a life of significance, not just financial security.
We are centered on integrating all aspects of your financial life. Instead of just focusing on maximizing returns or selling a financial product, like some financial advisors, we take a big picture approach to align your financial decisions with your values, lifestyle, and long-term aspirations. We incorporate your investments, taxes, estate planning needs, risk management, cash flow, and goals into your comprehensive strategy.
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.
