At The Happ Adam Darah Group, we take great pride in the generations of families we serve and our ability to bring them ongoing value. Given our history, it’s natural for us to view financial matters from a family perspective. In fact, we think of clients as “households” because that better reflects our approach.
To provide the depth and breadth of “family wealth” planning for each client, we strive to understand the situations and ambitions of all stakeholders. We may ask, “What do you want for your adult children and their kids? How have your parents’ values affected your outlook on spending and saving? Is there someone in your family who needs special consideration?”
Having worked so closely and for so long with clients, we've become their primary financial resource and act as sounding boards and confidants on a wide variety of topics. In addition to frequent discussions, we believe in educating clients – helping them understand a particular strategy, and what they own and why.Measuring many of our client relationships in decades (not years), we've formed many friendships with clients and member of their families. At the foundation of those relationships is the insight and input we work exhaustively to gather. In serving families, we devote our efforts to helping ensure the continuity of thought and attentiveness that we believe client families deserve.Having managed clients' money and emotion amid the volatility of 1987, 2000, 2008, 2020 and 2022, we are proud that virtually all of those clients remain with us today. We believe that's due in large part to our enlightened perspective on mitigating investment risk and helping clients prosper from new opportunities as they present themselves.We feel good knowing that clients have built their livelihoods alongside ours and become our good friends. These strong connections inspire our best efforts.Our team prides itself on the value we provide to clients. Taking many forms, that value reflects our ability to provide an extra measure of sophistication and service. Of course, addressing the financial demands and personal dynamics of entire families is never easy. But we believe the significant expenditure of time and effort is well worth the positive outcomes we've watched families enjoy.
CFP®
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.
