PBM Group
A Shared Commitment to Exceptional Service
The PBM Group is proud to serve clients at many points along their financial journey, from career-building through retirement. With more than 60 years of combined wealth management experience, we take a long-term, planning-based approach to help individuals and families pursue their financial goals.
We ask thoughtful questions and listen carefully to understand your needs and objectives. By understanding what wealth means to you, we can help you develop a wealth management strategy tailored to your priorities. Throughout our relationship, we’ll track your progress to be sure you’re moving toward your goals. And when your life doesn’t go according to plan, we’ll work with you to adjust your financial strategy to changing circumstances.
We know your portfolio intimately, and we perform due diligence before making investment recommendations. Beyond our own knowledge and experience, we can connect you with additional resources through the power of Merrill. At your request, we can also work together with your tax and legal advisors.
Our team is deeply ingrained in the community where we live and work. We honor the long-standing Merrill tradition of giving back by serving on boards and volunteering with organizations that contribute to better lives for people in our community.
We believe it is not just the wealth management services we offer that set us apart. It is the way we deliver them – with professionalism, a sense of urgency, and genuine care for our clients and their families.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
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.
