Payne & Mencias Group
The Payne & Mencias Group wants you to feel confident, comfortable, and supported from the moment we begin working together. Our goal is to make financial conversations clear and approachable, giving you the space to ask questions to feel informed and at ease throughout your financial journey.
We work with clients locally and across the country, and believe every client deserves the same level of personalized care and attention. Our team is proud that clients have entrusted us with over $4 billion in assets and liabilities, as of March 2026.
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.
