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.- Private briefing – In our first meeting(s), we have conversations in which we listen to where you are currently, and seek to understand your financial personality, goals, aspirations and priorities.
- Discovery phase – We strive to analyze every aspect of your financial life, from your investment personality to your monthly budget. Our analysis will cover our income and investments, liabilities, business interests, insurance and risk management, real property and other non-liquid assets.
- Implementation phase – With your consent, we will put into action customized strategies, and tactics designed to address your priorities, liquidity needs, risk profiles and time horizon, and help move you toward your goals.
- Periodic reviews – We meet regularly to review progress toward your goals, recommend any strategic adjustments and get updates on any changes in your outlook or objectives.
No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.
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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.
