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 and 2024* (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 $1.7 billion in assets as of 1/12/2024 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.