EP Group
Guided by our core values of trust, insight, and stewardship, we leverage the scale of Merrill and Bank of America to partner with a select group of individuals and families—helping them protect, grow, and transfer their wealth across generations with clarity and confidence.
At the heart of our work is a promise: to bring you clarity in your financial life through trust, insight, and stewardship.
Trust is the foundation of every relationship—earned through transparency, integrity, and consistent execution. Insight shapes our approach, turning complexity into clear, actionable guidance. Stewardship reflects our long-term commitment to nurture what you entrust to us across generations.
We deliver value through a comprehensive advisory process: understanding your values and goals, crafting tailored strategies, and providing disciplined guidance over time. Whether building and managing portfolios, tailoring liquidity and lending solutions from Bank of America, safeguarding wealth with tax-aware strategies, or shaping multigenerational legacies, we help guide you with clarity and conviction.
Backed by the combined strength of Merrill and Bank of America, you gain seamless access to a network of specialists—delivering the resources of a global institution with the care of a dedicated team.
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.
