The Folline King Group
At the Folline King Group, we dedicate ourselves to simplifying financial complexities for our clients. Wealth often brings with it an intricate combination of possibilities, questions and responsibility. While it increases your opportunities, it also increases the complexity of your options and decisions. Our goal is to work with you through these financial complexities and give you the confidence that your financial security has the full-time attention it needs, so you can pursue the things in life that you do best and enjoy the most.
Our team approach follows three overriding client precepts:
- Personalized relationships. Our portfolios and service plans are tailored to fit the specific needs and goals of each client. Customization extends beyond investments, it includes goals-based planning, "on call" consultations and comprehensive banking and lending solutions from Bank of America.
- Holistic approach. At the Folline King Group, we are not just limited to portfolio construction, we are acutely aware that our responsibility to our clients extends beyond investments. We view our role as more than mere financial advisors, we are here to guide you successfully through the thicket of intergenerational wealth management, planning and preservation. By spending time with you and getting to know you and your family, we aspire to become your family counselors.
- Communication is key. The only way for us to achieve this, is by getting to know you. It's not an overnight process; you have complex needs, and we strive to understand them. The journey from new acquaintance to trusted family counselor is a long one, but it's one we enjoy taking. We take great pride in joining our family with yours, and in pursuing results that will keep us joined for years. As each portfolio is created on the understanding of our client's needs; they are maintained successfully through ongoing client communication.
CFP®, CRPC™, SE-AWMA™
AWMA™, CRPC™
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.
