The Limberis Flannagan Group
| The Limberis Flannagan Group is nationally recognized as a wealth management team dedicated to helping generations of families navigate the opportunities and complexities of wealth. Throughout our years of service, we have prioritized a personalized client experience that focuses on what matters most, going beyond investments to include decisions around planning, lending, retirement, wealth transfer, philanthropy, and liquidity events. Our team prides itself on offering the best of both worlds—the intimacy and customization our clients deserve combined with the resources, capabilities, insights, and security of Merrill and Bank of America. We are committed to helping our clients make informed financial decisions, preserve what they have built, and create meaningful legacies for generations to come. |
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Our approach begins with understanding you. Every relationship starts with a meaningful conversation focused on your goals, values, and priorities—today and over time. Whether you're planning for wealth transfer, seeking a financial strategy that supports your passions, or looking for guidance to help you stay informed and confident, we start by listening to you and learning about what matters most to you and your family.
By understanding how you think and feel about investing, we can tailor a financial approach that aligns with your preferences and long‑term objectives. Using insights from behavioral finance and structured tools designed to clarify your investing style, we gain a deeper understanding of your goals and decision‑making tendencies. As your life evolves, we continually revisit and refine your financial strategy to help ensure it remains aligned with your changing priorities—helping you stay focused, informed, and prepared for what lies ahead.
CFP®, CPFA®, CRPC™
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.
