The Berlin Esman Magnusen Group
With extensive knowledge and experience advising individuals, families and foundations across the country, we understand the nuances and complexities that come with institutional sized wealth. Every relationship with our team starts with deep discovery grounded in a genuine interest to learn about you and the things that are important to you. Based on your unique situation, we design and deliver investment, lending, and wealth planning strategies to meet your goals and objectives. We are committed to providing a boutique level of service to our clients with access to the global investment resources of Merrill and the banking and lending capabilities of Bank of America.
Our team provides white glove service and advice to clients with complex financial lives that require customized strategies and appropriate solutions—including founders and entrepreneurs, family offices, large real estate investors, financial sponsors and their principals, as well as inheritors of family wealth.
We work collectively to help simplify and organize your wealth by offering specialized knowledge, broad experience and personal attention, supported by the extensive resources and services of a global institution.
CEPA®, CFP®
CAIA®
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.
