The Bratman Group
Whether you arrived here because a trusted contact referred you, because you are at an inflection point in your career, or because you have simply outgrown your existing advisory relationship, you are in the right place.
Over more than a decade advising clients at two of the country’s premier wealth management firms, we have had the privilege of working with some of the most accomplished individuals in the United States: law firm partners, business owners, senior executives, and the families who depend on them. What we have found, consistently, is that financial complexity grows in direct proportion to professional success. Most of our clients did not come to us lacking resources. They came because they lacked a financial advisory team they truly trusted to manage those resources with care, sophistication, and a genuine sense of responsibility.
That is what we are here for. We operate as a long-term financial partner in the truest sense, engaged not just in your investment portfolio, but in the full arc of your financial life. We ask the questions most financial advisors skip. We plan for the transitions others overlook. And we show up, consistently, for every chapter that follows.
The Bratman Group is a wealth management practice within Merrill Lynch Wealth Management, led by Robert Bratman and supported by a dedicated team of experienced financial professionals. Headquartered in New York City and serving clients across the United States, we focus on customized financial planning and investment management for high net worth and ultra-high net worth individuals, with particular depth of experience advising partners at the nation's top-tier law firms.
We are not generalists. Over the course of more than a decade at two of the wealth management industry's premier firms, we have built a practice around the specific financial demands of people who operate at the highest levels of their professions. These are individuals whose compensation structures, tax situations, estate considerations, and career transitions require a level of expertise and attention that most financial advisor relationships never deliver.
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.
