The Dahme Group

Merrill Lynch Wealth Management
7 Roszel Road
Floor 04
Princeton, NJ 08540
(609) 243.7812
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The Dahme Group has more than 50 years of collective experience helping wealthy individuals and families preserve, grow and transfer their wealth. We've built our business by guiding clients through some of life's most challenging financial transitions, both anticipated and unexpected.
The Dahme Group
Welcome

Headquartered in Princeton, New Jersey, we are a wealth management team firmly focused on the long-term well-being of our clients. We’re empathetic, thorough, and forward thinking. We ask good questions and help you uncover thoughtful answers, sensitive to your unique circumstances, family dynamics, and priorities.

The clients we work with include active and retired business executives, engineers, physicians and other accomplished people who appreciate the value of tailored advice. Their families have distinctive needs and structures, representing the diversity and vibrancy of today’s family relationships. We serve clients in many states throughout the country—including retirees who have relocated, as well as the children and grandchildren of clients.

In our experience, no two clients view their wealth in the same way. We delve deep to understand what wealth means to the families we serve, and then leverage our insights to help them pursue what’s most important to them, both now and for years to come.

About Us
Philosophy

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.

Meet Our Team
Elizabeth Dahme,

CFP®, CRPC™

Senior Vice President, Wealth Management Advisor
609.243.7812
Zachary Dahme,

CFP®

Assistant Vice President, Wealth Management Advisor
609.243.7873
Katharine Ann Biernacki,

CRPC™

Assistant Vice President, Investment Management Specialist
609.243.7804
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Joshua E Schneider
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #644442
Robert Thompson
Wealth Management Banking Specialist
Merrill
Robert Jarvis
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.