The BMV Group
Merrill Lynch Wealth Management
The BMV Group was formed in the late 1990’s, as John Byren, Daniel Madonia and Pieter van der Heide merged their individual Merrill Lynch Wealth Management practices into one in order to provide a greater standard of service and guidance as their clients’ needs began to change. Over 30 years later, The BMV Group remains at Merrill Lynch Wealth Management, and is now comprised of 4 Wealth Management Advisors, 3 Client Associates , 1 Business Manager and 1 Wealth Management Specialist with almost 150 combined years of experience to reference. The BMV mission is simple: Provide valuable and insightful guidance to our clients, identify any risks to their ongoing strategies, and protect their individual goals and objectives. Our clients often include:
- Affluent Individuals and families
- Entrepreneurs and owners of closely held companies
- Sports and Entertainment Professionals
- Individuals and Families navigating major financial events such as business sale, divorce, loss of a spouse, retirement
While the BMV mission is simple, our process requires discipline and a thorough review of the many aspects of our clients' financial lives. We review our clients using our "Essential 10", areas that every client, at a minimum, should address. These areas include:
- Investment Portfolio Risk Assessment
- Family Protection and Insurance Review
- Family Communication, Governance, and Dynamics
- Banking Efficiency
- Liability Efficiency (Personal and Business)
- Education Planning Strategies
- Retirement Cash Flow Projections
- Advisor collaboration – CPA, Attorney
- Philanthropy and Gifting Strategies
- Estate Planning Services and Transition Strategies
CPFA™, CPWA®, CRPC™, SE-AWMA™
CRPC™
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.
