Matthew Graber

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.) 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.
*Barron's "Top 100 Private Wealth Management Teams", 2019-2024
(Published annually in April. Rankings based on data as of December 31 of prior year.)
Barron’s “Top 100 Private Wealth Management Teams” list. Rankings are based on the opinions of Barron’s which include rankings that specialize in serving individuals and families. Rankings include team size and shape, regulatory records and credentials of their members and resources available to them. Rankings include minimum of seven years financial services experience and currently at their firm one year minimum. Qualitative and quantitative calculations include client assets, return on assets, client satisfaction/retention, compliance history and community involvement plus other considerations. Barron’s does not receive compensation from anyone for rankings and are not considered a guarantee of any future investment success and should not be considered an endorsement. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
*Forbes "America's Top Wealth Management Teams Private Wealth", 2023-2024
(Published annually in November. Rankings based on data as of March 31 of current year.)
Forbes “America’s Top Wealth Management Teams Private Wealth” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.