At the Ficara Pacheco Group, our clients include working professionals, corporate executives, small business owners, and entrepreneurs. We help simplify their financial lives with strategies designed to preserve, manage, and grow wealth over time. This involves more than just choosing investments. It's about creating a strategy for your family’s financial future that aligns with your unique goals and objectives. We deliver the resources and capabilities of an industry leading firm to you through thoughtful, convenient and personalized service. Whether it is developing a strategy around concentrated stock positions, planning for retirement, accessing best in class investment managers or selling your business, we welcome the opportunity to discuss your family’s wealth with you.
The Credentials and Experience
- We are the team with the credentials and experience to help you navigate your financial life. We understand a relationship built on trust and understanding is essential in finding a financial advisor that you can rely on. Our team believes that obtaining and maintaining the education and highest credentials and developing a personal understanding of your goals and the unique circumstances of your family is paramount in the value that we bring to the table. We aim to provide the support that you and your family need for whatever life has in store for generations to come.
Capabilities and Scope
- A firm with industry leading technology, research and capabilities that will be with you and your family now and in the future, as your financial life evolves over time.
Convenience
- Responsive, helpful and here for you when you need us. A robust platform that incorporates banking and investments to simplify and effectively manage the day to day and big picture. We will work to understand you and your goals and deliver the power and resources of a big firm to your fingertips.
*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2023 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
CFA, CPFA™
CDFA®, CFP®
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.
