A team dedicated to enhancing your financial life
When you are deciding which financial advisors offer the best fit to help you manage your wealth, you tend to consider their experience, skill and commitment. We think those qualities are why wealthy families in South Florida and across the country turn to The Mordis Group for financial advice and guidance. Our team offers you a high level of service with the potential to enhance every aspect of your financial life. We pride ourselves on outstanding service, and we strive to be there when you need us. In fact, three generations of clients rely on us for insight to help them enjoy their resources now and strategies to help them preserve wealth for the long term.
A goals-based process built on understanding, action and communication
Our approach to client relationships begins with a dedicated process that seeks to understand your priorities, goals and present financial outlook.SE-AWMA™
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.