We are excited to share that our team was recently featured in The Wall Street Journal.
The full article can be found here.
This article was published following our team’s recognition as #29 on the 2025 Barron’s Top 250 Wealth Management Teams list.* Additionally, Michael Breen ranked #14 nationally on the 2025 Barron’s Top 100 Financial Advisors list. *
While these honors are meaningful, they are only possible because of the trust and confidence our clients have placed in us over the years. We look forward to the road ahead and remain committed to delivering the highest level of service and guidance.
* Both awards published on May 9, 2025. Rankings based on data as of December 31, 2024.
Your wealth is more than just your assets. It represents your hard work, your ingenuity, your security, and your legacy.At The ABGO Group, we understand that mindset. We are a close-knit team of high-performers, united in our efforts to deliver an exceptional client experience. We've advised ultra-high-net-worth clients throughout our careers, so we're closely attuned to the rigor your wealth demands.Company founders, serial entrepreneurs, venture capitalists, and significant families look to us to help them do more with their wealth, from planning for the next thirty or forty years to managing their day-to-day details. We pride ourselves on being "on it," maintaining a culture of precision and diligence.Our differentiators:
We serve you with integrity. Your best interests guide our actions. We demonstrate that principle through our daily decisions and follow through.
We are a stable team of strong performers. We've known each other for many years, earning a reputation for continuity and competence.
We look to make your life simpler and better. Our goal is to add value to your life by calming down complexity, restoring time to your schedule, and streamlining the decision points your wealth can pose. Reach out to any of our partners—Peter Arbogast, Mike Breen, Hilary Giles, or Brian Olmo—to discuss your needs relative to our capabilities.
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Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.
