HSR Group
With a combined depth of over 100 years of experience and a shared commitment to client‑focused guidance, our team delivers tailored financial planning customized to every stage of life. Led by our most senior member, who brings 46 years of industry expertise, we blend seasoned perspective with modern strategy to provide thoughtful, well‑rounded advice. Our team is composed of three financial advisors, one senior consultant, and two client associates, each specializing in key areas of financial planning:
Retirement Planning
Family Planning
Business Planning
Working collaboratively, we take the time to understand your goals, design customized strategies, and support you through life’s financial decisions. Our diverse expertise helps to ensure every client receives a holistic, personalized experience built on trust, clarity, and long‑term collaboration.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
AWMA™, 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.
