Payne & Mencias Group
Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
We believe financial planning works best when it is practical, intentional, and flexible enough to evolve with your life. That's why we focus on understanding the key moments and decisions that matter — from planning for education or health care needs to navigating major purchases, business transitions, or legacy goals.
Our philosophy centers on building thoughtful strategies that support your priorities today while preparing for what may come next. With access to our 16-member team with cumulative Merrill tenure of over 260 years and Merrill's investment insights, we work together to create an approach designed to help you move forward with clarity and purpose.
AAMS™
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.
