The Vaughan Group was created in 1992 with the goal of becoming a premier planning based financial advisory group for the high net worth marketplace. Our stated goal is to provide understandable strategies to our client’s complex financial situations. We bring the global resources of Merrill to our clients on a local level. We believe in proactive versus reactive management and we expect to help our client’s family from one generation to the next.
Who we work with
- Affluent Individuals and Families, as well as Foundations and Endowments.
What you can expect from us
- Proactive strategies from a confident, knowledgeable, diverse team of Wealth Management Advisors
- A thorough and exhaustive analysis before any recommendations are made.
About us
- 4 Highly skilled team members
- Over 90 years of combined experience
- Named to the 2025 Forbes "Best-in-State Wealth Management Teams" list for the 3rd consecutive year*
*Published annually in January. Rankings based on data as of March 31 of prior year.*
Forbes"Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
CPFA®, 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.
