The Burr Group
We take pride in helping you achieve your goals by making your needs and interests a priority. With advice and guidance that connect personal goals to potential financial solutions, the team can help you plan for the active retirement you have always envisioned. The process begins by taking time to understand your priorities and how you define your idea of a successful retirement. Together, we will work to develop a personalized plan that takes your unique retirement goals and entire financial picture into account. We will revisit your goals and make adjustments to your approach, as needed, to help you stay on track.
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.
