Nathan Elby
Growing up through the Great Financial Crisis, I knew I wanted to make a difference in people's lives by helping individuals and families plan for uncertainties, and prevent the disastrous outcome for every family. Upon completing my studies at Michigan State University, I noticed a gap in financial confidence between generations. This distinction led me to pursue my current role to begin my journey changing lives financially. The importance of not only investing, but Financial Planning is crucial to success in today's ever-changing environment. After obtaining my CERTIFIED FINANCIAL PLANNER® certification, providing sound and testable financial plans is at the forefront of my goals today, and I will continue to pride myself on honesty, transparency, and service for every client I reach.
We believe that investments are only a piece of the puzzle. Our team is dedicated to understanding the foundations that make you who you are. Family, lifestyle, hobbies, goals, aspirations, and beliefs are crucial to developing your financial plan. We focus on portfolio strategies that are tailored to you based on the above. Investments alone, do not take into account the critical variables that determine your success. Tax minimization strategies, estate planning strategies, tax-efficient portfolios, cash flow analysis, and strategic positioning give you the edge in your investment process, and we will develop your portfolio strategy with strict adherence to these variables.
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.
