Joshua Aguirre

At Merrill, we help individuals, families, and business owners create strategies to manage and grow their wealth with confidence. Our goal is to simplify the financial planning process and provide clear, personalized guidance so you can focus on what matters most, your life and your goals.

Whether you're planning for retirement, building an investment strategy, or preparing for the next stage of your business, we work closely with you to understand your priorities and design appropriate solutions that fit your unique situation. Backed by Merrill's resources and insights, we strive to deliver strategies that help protect your wealth today and position you for long-term success.