Our team works to meet the unique financial needs of each individual, family, business owners, and entrepreneurs. Bill evaluates each unique situation and devises the best course of action to take in their personal and business lives so they can achieve their goals.

Through our process, we articulate and prioritize a client's needs and goals. By learning more about their target values, risk tolerance, time horizons and liquidity needs, we create specific strategies to help meet the short-term and long-term goals of each client.

Our group focuses on the following:
-Family and Retirement Planning 
-Portfolio Analysis and Strategies
-Education Planning
-Estate Planning and Trust Services
-Home Financing Needs through Bank of America, N.A.
-Insurance needs (Life, Health, Long Term Care)
-Business Cash Flow Management
-Business Banking Needs
-Business Lending Needs


About Bill Burr:

Prior to joining Merrill Lynch Wealth Management, Bill was a professional basketball player and a President of a successful company focusing on professional athletes.

Bill is a CFP^® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Plan Fiduciary Advisor, CPFA^TM credential. 

In the community, Bill has supported the Big Brothers Big Sisters Southeastern PA. He has been a long time proud supporter in the local communities helping with their efforts to improve their sports programs, develop local clean environment initiatives, and participate in events to fund Cancer Research through AACR.

He currently resides in the Philadelphia area with his wife Emily and two children Barrett and Declan. Bill graduated from The College of New Jersey from their prestigious AACSB Accredited School of Business with a Bachelor's Degree in Finance. He enjoys golfing, cycling, wakeboarding and snowboarding. 


*NMLS#- 534085