For decades, we have helped busy professionals, senior executives, retirees, institutions and businesses, and nonprofits navigate the ever-evolving landscape of the markets, economy, and regulations. With our years of experience and achievement of industry designations and certifications we have the knowledge and resources to help you find a successful path towards your goals and aspirations.

We have successfully helped:

• Executives and employees of publicly traded companies navigate the complexities of stock awards and bonuses.
• Families and individuals make a graceful transition into a successful retirement.
• Create a future for heirs and a legacy for multiple generations.
• Start-ups to billion-dollar companies provide a competitive and robust benefits package to attract and retain employees.
• Non-profits and endowments manage their investments to help the people and communities they directly impact.
• Entrepreneurs and business owners navigate the potential IPO or sale of their business. Whatever your situation entails you can expect honest and transparent financial advice that is in your best interest. Our core values and principals guide our decision-making, our actions with you, and the way we support each other within our team.

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.