The Mir Group
With an intimate understanding of how clients view their wealth and the world, The Mir Group caters to ambitious women and men whose passions and perseverance have brought them business success and an array of financial opportunities.
A majority of our clients are self-made, financially astute individuals – founders and employees of private companies, medical and legal professionals, corporate executives, and entire families (three generations, in some cases). Our clientele also spans life stages, experiences and the wealth continuum – from individuals entering peak earning years, to those nearing retirement, to others who’ve already traded their seat in a conference room for one on a golf cart.
Driven by the desire to make intelligent financial decisions, many clients want to know what’s required to enjoy the retirement lifestyle they envision, create a family legacy, effectively inherit and distribute assets, diversify large holdings, finance new equipment, expand their enterprise, or sell it.
For many clients, “retirement” can be a period to “reimagine or re-engage.” These high-energy individuals may slow down, but they’re certainly not stopping. While they might move a thousand miles away, they remain with us. We are proud to work alongside them, connect them with others and with opportunities that we believe will enrich their lives. Through referrals from other clients, accountants and attorneys, we now serve families throughout New Jersey and 15 other states.
We are proud of the clients we serve – and how we serve them. These hardworking individuals and families have achieved impressive wealth and continue to do so with values and passion that inspire us. As their responsive, go-to resource for virtually any financial need, we are well positioned to help these accomplished individuals accomplish more.
Clients come first at Merrill. It's part of our tradition. It's important to us to really get to know you and what matters most to you. That's because once we understand your priorities, we focus on helping you pursue the financial goals you've set for yourself and your family. You can expect thoughtful advice and guidance, with access to the investment insights of Merrill and the banking convenience of Bank of America. It's not about industry benchmarks — it's about you and your hopes and dreams.
At Merrill, our mission is to help clients identify and pursue their goals at every stage of their lives - from the birth of a child to sending children to college, from planning to healthcare costs in retirement to leaving the legacies they desire. We help clients seek their preferred lifestyles through one-on-one relationship with an experienced financial advisor. And we are committed to client needs, delivering the investment insights of Merrill while offering access to the banking convenience of Bank of America.
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.
