The Coburn Team
Merrill Lynch Wealth Management
The Coburn Team's mission is to help you reach your greatest goals, while being mindful of your values. In taking the time to ask the hard, smart questions and listen carefully to your responses, we acquire a detailed understanding of where you are today, and where you’d like to be in the future. We serve a select group of dynamic individuals with potentially complex financial circumstances and little time to devote to managing their own financial affairs. Our typical clients include the following individuals and their families:
- Corporate Executives
- Business Owners
- Professionals
Our approach places you, rather than the market, at the center of the wealth management process. We accomplish this through collaboration, commitment, and a dedication to focusing on the following shared ideas and resources:
Education: We emphasize the value of knowledge and strive to equip families and individuals with an understanding of the wealth management process that allows them to make prudent decisions about their financial futures. The Coburn Team makes financial information accessible, in turn empowering our clients to stay focused on their goals and avoid influence from extraneous financial pundits and media outlets.
Planning: We’ll help you design, implement, and review a customized wealth management strategy that helps you and your family pursue your personal financial goals. In drawing upon Merrill's extensive network of resources and working closely with your estate planners and CPAs, our team is able to help ensure your overall financial life is functioning efficiently and effectively.
Socially Responsible Investing: The Coburn Team is committed to investing in a way that balances financial return, social good, and each of our client’s particular values. Merrill Lynch Wealth Management is at the forefront of Socially Responsible Investing (SRI); we draw upon our firm’s strength in this field to help our clients invest in strategies that align with what they care about.
*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
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.
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.
