The HART Group
The HART Group is a team of professionals who provide highly customized and tailored strategies to individuals, executives, business owners, and their families. The HART Group is also part of Merrill's Retirement Education Services area that assists corporate retirees in the area. Our team was formed in 2005 by 4 financial advisors who recognized that the level of knowledge required to serve clientele was beyond what any one person could effectively know. Since that time we have continued to expand our team and our services to include not only investment acumen, but also retirement, college funding and estate planning services, as well as foundations, philanthropy and intergenerational wealth transfer. Each partner brings a differentiated area of professional experience and we work collaboratively to serve clients.
We are proud to have been named as the #1 team in Delaware in the Forbes "Best-in-State Wealth Management Teams" list in 2023, 2024 and 2025* (published annually in January. Rankings based on data as of March 31 of prior year). We seek to understand clients, their families, and ultimately their unique goals and maintain the highest levels of communication as specific needs may change over time. We believe our dedication to client service is unparalleled. Clients have entrusted our team with approximately $2.175 billion in assets as of 12/31/2024 and they come to us seeking advice that will help them better organize their financial lives, preserve their wealth and minimize the impact of market volatility.
Our clients have come to us with questions such as:* What should I do with my 401(k) when I retire or change jobs?* Do I have enough money to retire?* When should I take social security? In order to help you find individualized answers to these types of questions, we believe a disciplined, goals-based approach provides the greatest opportunity for success. We utilize the vast, global resources of Merrill, as well as the expertise of third party managers, to help our clients meet their financial goals. Collectively, our team brings well over a hundred years of cumulative professional experience. It is our commitment to bring all of this experience together to provide you and your family with a level of excellence that simply can't be found elsewhere.
CFP®
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.
