For over 40 years, The Flotteron Group has helped individuals, families, and businesses across various walks of life. achieve their financial and life goals. Our goal is to give our clients the best lives possible given the resources that they have. We focus on preserving and growing family wealth across generations, while managing the full scope of our clients' financial affairs with discretion and dedication. Led by Joseph Flotteron, Steven Walker, Harish Pasupuleti, and Matthew Flotteron, our eight-person team works in close collaboration to serve our clients with integrity and care.

When our clients call, they're always greeted by a warm, familiar voice - ready to assist with care and efficiency. And when they refer us to friends and family, they're sharing the peace of mind that comes from knowing we're here whenever they need us. While our umbrella is Merrill, our clients simply know us as The Flotteron Group.

Our services go far beyond traditional investment advice - we provide bespoke, highly personalized guidance that reflects each client's unique values, goals, and vision for the future. From investment management and financial planning to succession and retirement planning (for both individuals and businesses), charitable giving, education funding, and intergenerational wealth transfer, our team delivers comprehensive, strategic support at every stage of life. We're proud to offer a boutique-level experience backed by the expansive investment resources of Merrill Lynch and the full banking capabilities of Bank of America.

Today, our clients entrust us with more than $1 billion in client balances (as of 12/31/2024), and many of our relationships span multiple generations. New clients typically join our group with $1 million or more in investable assets and are looking for a consolidated, comprehensive approach to managing their wealth - and a team they can trust for the long term.