The Thorndyke Group
The Thorndyke Wealth Management Group is nationally recognized as a leading wealth management team dedicated to guiding generations of families in navigating their wealth. For nearly four decades, we have delivered a highly personalized client experience—helping families prioritize what matters most and plan with confidence. We pride ourselves on offering the best of both worlds: the intimacy and customization families deserve, combined with the resources, capabilities, and security of Merrill and Bank of America.
Since 1986, the Thorndyke Wealth Management Group has been dedicated to helping high-net worth families, executives, and organizations align wealth with what matters most. We exist to turn complexity into clarity—so you can focus on the life you envision.
Today, we are a 26-person team entrusted with over $3 billion in client assets (as of 10/1/25), bringing more than 400 years of combined experience and a multi-generational perspective. This depth of expertise allows us to guide clients through every stage of life and across market cycles.
Our team's unique disciplined investment process and goals-based planning approach are designed to help simplify decision-making and provide structure in an ever-changing financial landscape. We deliver personalized strategies supported by the global resources of Merrill and Bank of America, ensuring solutions that are both customized and backed by institutional strength.
What sets us apart:
- Depth of Experience: Decades of insight across diverse financial situations
- Personalized Planning & Disciplined Investing: A goals-based process focused on your family's priorities along with a proprietary equity strategy refined since 1993
- Multi-Generational Team: Serving families across generations with continuity and care
- Collaborative Approach: Working alongside your CPAs, attorneys, and other trusted professionals
- Boutique Service + Global Resources: Personalized attention supported by Merrill and Bank of America
CEPA®, CFP®, CIMA®
CFP®, CIMA®, CRPC™
CPFA®, CRPC™
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.
