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
• 90 years of combined experience
• Named to the 2023 2024 Forbes "Best-in-State Wealth Management Teams" list*
*Published annually in January. Rankings based on data as of March 31 of prior year.*
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.
