Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America.
The Rutherford Group was founded over thirty years ago by partners Frank Johnson and Bill Thompson in Shelby and Rutherfordton. The team has grown into a dedicated team of eight professionals. This continued growth is a direct result of the bespoke advice we provide to our clients, built on decades of trust and experience.
Matt, Diana and Danny take an objective, goals-based approach to investing, offering personalized and unbiased advice to affluent individuals, families, businesses, and foundations. As a Merrill advisory team, we adopt a comprehensive view of each client's financial life, addressing every stage-from accumulation, to annuitization, and ultimately legacy planning.
Our client-centric approach goes beyond potential surface-level solutions, focusing on deep, personal engagement to enhance the quality of our clients' lives. Whether the goal is wealth accumulation, preservation, or distribution, we leverage our extensive due diligence and portfolio management to craft personalized financial strategies and portfolios that address each client's unique circumstances.
Financial planning isn't one-size-fits-all, especially for the LGBTQ+ community, which faces unique challenges and opportunities when it comes to building wealth and securing a financial future. Jo...
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.
