The Erdmann Group is nationally recognized as a top wealth management team dedicated to helping generations of families navigate their wealth. Throughout our 40 years, we have prioritized a personalized client experience that focuses on what matters most; going beyond investments to include decisions around planning, lending, philanthropy, and liquidity events. Our team prides itself on offering the best of both worlds - the intimacy and customization our families deserve combined with the resources, capabilities, and security of a global bank.
Headquartered in Greenwich, Connecticut, The Erdmann Group has distinguished itself by being a holistic resource to families; providing guidance for the range of decisions that corporate executives, business owners, and high-net-worth families require.
Our 30+ member team has been entrusted with over $15B in assets, as of June 2024, and we are built to surround your family and provide support across generations. Helping families become good stewards of their wealth, and making decisions that will serve them for the long run are central to our approach.
We're incredibly proud that our team, and all four of our Managing Partners have been recognized annually by Forbes, Barron's and Financial Planning Magazine.
CIMA®
CFA
CRPC™
AWMA™
CIMA®
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.
