Matthew Graber
Financial Advisor
200 Park Avenue, 13th Floor
New York NY 10166
(212) 338.6150
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I help to provide financial confidence and a path forward for your finances and investments
Profile

My Partner and I run a Wealth Management team based out of the 200 Park Avenue Office in NYC. We help everyday families and small business owners organize their investments and plan for the road ahead. We focus on understanding the challenges and obstacles in your path, and work to remove them through careful financial planning and customized investment management.Our team's main objective is to preserve and expand upon our client's current lifestyles, while removing the worry and anxiety that may come with investing. Whether the dream is to travel the world, build an estate, or simply retire comfortably, we help provide a path forward.Services we offer:* Financial Planning* Investment Advising* Tax-efficient Asset Management* Estate Planning Services* Retirement Planning* Medicare/Medical Cost Discussions* Charitable Giving Strategies* Banking Services* Lending Services

We are proud to be partnered along side The Erdmann Group, who has been ranked according to both Barron’s (Barron's "America's Top Private Wealth Advisory Teams", 2019-2024 (Published annually Mar – April. Rankings based on data as of December 31 of prior year) and Forbes Forbes "Top 100 Private Wealth Teams", 2022-2024 (Published annually in April. Rankings based on data as of December 31 of prior year.) The founder and leader of the Erdmann Group, Private Wealth Advisor John (Jeff) Erdmann, has been ranked by Forbes/SHOOK - Forbes "America's Top Wealth Advisors", 2016-2024 (Published in April 2023-2024. Rankings based on data as of June of the previous year. Years pre-dating 2023, published annually Aug - Oct. Rankings based on data as of March - June of current year.) Collectively the team has over 150 years of advising experience.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Access to financing, banking, credit and/or lending services are available through Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

About Me
Strategic Partners

My Strategic Partners

I work as an extension of The Erdmann Group to best support you and your family. We share philosophy and approach – working together to help you achieve your goals:

The Erdmann Group

Jeff Erdmann
Managing Director, Private Wealth Advisor

Rob Giannetti
Managing Director, Private Wealth Advisor

Mark Brookfield Managing Director, Private Wealth Advisor

Anthony Carpentieri Managing Director, Private Wealth Advisor

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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Matthew Graber is registered to do business in CA, CT, DC, DE, FL, MA, MD, ME, NC, NH, NJ, NV, NY, OR, PA, RI, TX, VT.