Founded in 2002, The Hayes Advisory Group addresses the complex and ever evolving investment and wealth planning needs for an exclusive group of successful corporate executives, high-net-worth families, and entrepreneurs.
Significant wealth requires sophisticated and highly customized strategies tailored to your unique goals and priorities. Our team works to deliver the leading and innovative resources of Merrill Lynch Wealth Management coupled with the intimacy that a boutique-style family office can provide. Our goal is simple…to help you achieve your wealth planning and financial independence objectives delivered in a fashion that is simple to understand, transparent, measurable, and objective. We strive to simplify your life and provide comfort so that you can spend more time focused on your career aspirations, family, and life passions.
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.
CFP®, CPFA™, CRPC™
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.
