The Burr Group
We understand the responsibility our relationship with you carries—to help you achieve the goals that matter most to you. The process begins with a conversation, building a foundation that allows us to understand your priorities, risk tolerance, time horizon, liquidity needs, goals and unique concerns. A disciplined investment approach is then offered, providing you with access to the investment insights of Merrill, the trust and fiduciary services from Bank of America Private Bank and the credit and lending solutions of Bank of America. As your life and the markets change, we will meet to track progress and adjust your approach as necessary.
The Burr Group is a premier wealth management team headquartered in Philadelphia and Wayne, PA. Our team works with leading individuals, families, and business owners in the local community and beyond. Our purpose is to curate a client experience that lasts multiple generations. From the first home purchase to college planning to retirement cash flow analysis, we strive to guide our clients along every step of the way in their journey to wealth and wellness. Our process will help identify, articulate, and prioritize the client's needs and goals. Through meaningful conversations and active listening, we learn more about our clients beyond just risk tolerance and time horizon.
Our range of services include but are not limited to:
- Family, Retirement, and Estate Planning
- Portfolio Strategies and Analysis
- Mortgage, Personal Cash Management, and Lending through Bank of America
- Education Planning
- Philanthropy
- Insurance Planning (Life, Health, Long-Term Care)
- Business Cash Flow Management, Banking, and Lending through Bank of America.
Merrill invites you to a virtual event featuring Jeff Bush, a dynamic and insightful speaker and author known for his unique ability to translate difficult tax and fiscal information coming out of Washington, D.C. Jeff will discuss his perspective on the current political environment and prospective legislation.
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.
