Our team was formed through the merger of two established advisory practices, The Bellows Holland Group and The Duvall Jackel Group, each with a deep-rooted history of service and excellence within the Merrill family. Together, we bring decades of experience, perspective, and purpose to every client relationship.

While we've combined our strengths, our foundation remains unchanged: a shared belief in the legacy of Merrill and the guiding principle championed by Charles E. Merrill that "the interests of our clients must come first."

This belief is woven into every part of our process, from investment management to in-depth financial planning. Our clients benefit from the collective insight and integrity of a team that honors the past while remaining focused on the future.

We focus on customized, multigenerational wealth planning, with an emphasis on retirement, education, philanthropy, and legacy wealth transfer. With a collaborative, goal-oriented approach, we help simplify the complex, so you can focus on what matters most to you.

We're proud to represent the next chapter of Merrill's enduring mission, and even prouder to serve as trusted stewards of our clients' financial lives.