Ari Linder
I’m a Financial Advisor who takes a people‑first, identity‑aware approach to planning. I work often with LGBTQ+ households, neurodivergent adults, first‑generation wealth builders, and nontraditional families who want guidance that respects the complexity of real life.
My role is to make financial decisions feel easier. I focus on clear explanations, steady structure, and practical steps that match your pace — whether you want a no‑prep conversation, a simple checklist, or a fully organized plan.
Clients tell me they appreciate having:
• A judgment‑free space to talk about money
• A predictable, low‑pressure process
• Help with equity compensation, cash flow, and long‑term planning
• Support that honors their identity, goals, and family structure
If you want a financial planning experience that feels thoughtful, inclusive, and manageable, I’d be glad to talk.
I'm Ari Linder (they/them), a Financial Advisor at Merrill. I help people build calm, clear financial plans that fit real life, not someone else's rules or expectations.
My work starts with listening. I want to know who you are, how your family is built, what your days actually look like, and what kind of life you want to grow into. Many of the people I support are managing equity compensation, raising kids, navigating neurodivergence, planning big transitions, or building wealth for the first time. Others are focused on protecting their queer or trans family or finding a way to make financial decisions that match their values. Everyone deserves guidance that feels respectful, steady, and doable.
Before working in finance, I spent more than a decade in nonprofit, advocacy, and community roles. Those years shaped how I show up now. I learned how to hold space for people, how to understand complexity, and how to help someone feel supported when things feel overwhelming. When I found financial planning, it felt like an extension of that same work: the same care, the same clarity, now focused on long‑term stability.
Today, I bring that approach into every conversation. Together, we sort out what matters most, simplify your decisions, and build a plan that matches your energy, your values, and the pace that works for you. There is no pressure and no jargon. You get structure, clear explanations, and a planning partner who respects your lived experience.
If you want a financial plan that feels human, thoughtful, and aligned with the life you're building, I'd be glad to meet you.
Morning Session
Join an informative workshop to learn more about how you can move forward with confidence and put a strategy in place to help achieve what matters most to you. During this educat...
Afternoon Session
Join an informative workshop to learn more about how you can move forward with confidence and put a strategy in place to help achieve what matters most to you. During this educ...
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.
