At The Miner Group, we are proud to have built enduring relationships with clients that coincide with their desires to build wealth and financial stability. We work diligently with clients to help them make the most of their money, hard work, and time. By serving a limited number of clients, we can do more for each one – applying our aptitude and energy in ways that many clients had never experienced, but certainly deserve.
Our abilities were recognized recently when William Miner was named to Forbes "Best-in-State Next-Generation Wealth Advisors" list in 2019 (*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on September 4, 2019. Rankings based on data as of March 31, 2019); Forbes "Best-in-State Wealth Advisors" list in 2018 (*Source: The Forbes “Best-in-State Wealth Advisors” list, published on February 15, 2018. Rankings based on data as of June 30, 2017) as well as being named to Forbes/SHOOK "America’s Top Next-Generation Wealth Advisors" List in 2017 and 2018 (*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Rankings based on data as of March 31 of current year).
Driven by the best interests of each client, we are inspired to help unlock the full potential of their wealth. Our highly personalized, planning-based approach keeps us updated on a client’s evolving circumstances. With a discovery process that is ongoing, we keep in touch with clients and keep them updated on new opportunities that may prove beneficial.
Today, we assist high-net-worth individuals and multiple generations of their families. Our clients include active and retired CEOs, surgeons and other physicians, dentists, state employees, and small business owners (some with 401K plans).
While diverse in their accomplishments, most clients share a need for a financial advisory team to exhibit complete objectivity and integrity as part of an exceptionally proactive and professional standard of care. We enjoy helping people move efficiently toward rewarding retirement lifestyles and lasting legacies. It would be our privilege to help you – with the same degree of focus and determination.
*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on September 4, 2019. Rankings based on data as of March 31, 2019.
Forbes “Best-in-State Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings
should not be construed as an endorsement of the advisor.
*Source: The Forbes “Best-in-State Wealth Advisors” list, published on February 15, 2018. Rankings based on data as of June 30, 2017.
Forbes’ “Best-in-State Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved. The ranking
or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Rankings based on data as of March 31 of current year.
Data provided by SHOOK® Research, LLC. Forbes “Top Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are
viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
At The Miner Group, we offer a disciplined process that delivers a consistent yet customized wealth management experience. Before any financial decisions are ever made, we consider your whole life – devoting significant time to fully appreciate who you are, what matters most to you, and where you'd like to see yourself and your family years from now.
Because you have questions, we listen carefully to you. Quite likely, you want to formulate a game plan for your kids and, possibly, your parents. You may ask how long you'll need to work full-time, or for our thoughts on an exit strategy. Given new tax laws and health care reform, we can address possible adjustments to your investment, retirement, tax minimization and estate planning strategies.
Our brand of personal wealth management also demands that we account for what is – and what may be. Because your life events (and external ones) can influence your financial decisions, we help prepare you in advance. How nimble and responsive we are in controlling the effects of change can help you remain on course. It is our responsibility to incorporate answers for the unexpected, directly into your plan's dynamics and to re-assess with you if goals and timeframes need a fresh look.
Thanks to our extensive Merrill training and strong background in banking, we know the importance of using top-notch research and examining both sides of your balance sheets, as well as important trust and tax documents. In concert with our firm's specialists, as well as your accountant and attorney, we can help ensure that your full financial picture is regularly reviewed and fine-tuned. Our focus also extends beyond your portfolio and liabilities to what may include your family business, real estate and insurance.
With a solid understanding of how we can enhance your wealth and outlook, we can prioritize our efforts. This may include planning for retirement (or a child's or grandchild's education), creating a legacy, supporting a worthwhile cause, or staying ahead of rising health care costs.
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.
