At Post & Associates, your financial dreams are our top priority. We begin by truly understanding you - your values, goals, and what matters most in your life. By carefully listening and asking thoughtful questions, we gain a clear picture of where your wealth stands today and where you want to be tomorrow. Whether you're planning for your children's education, securing a steady retirement income, or preparing for life's unexpected moments, we make complex financial decisions simple and manageable. Our personalized approach helps you confidently manage risk while turning your goals into achievable realities. We are more than just a team of advisors, we're trusted partners guiding you every step of the way on your financial journey.
We understand that everyone's financial situation is unique, which is why there is no single approach to wealth management. What matters most to you, matters most to us. After taking the time to learn about your goals and priorities, risk tolerance, time horizon, and liquidity needs, we're equipped to help you navigate both the challenges and opportunities that come your way. By leveraging our experience and resources, we'll work closely with you to create a personalized strategy that supports your financial success.
CRPC™
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.
