Potter, Myers, Leach Group
Our promise to families is simple. We strive to create an exceptional client experience from the beginning of our relationship through all phases of your life. We believe we foster a different kind of mindset - one wholly dedicated to advancing the best outcomes for you. Our work ethic and commitment are the best testimonials to our focus on you, your family and your business.
Our team shares a common vision: to help you pursue your personal planning strategies. Whether you are transitioning your business, ensuring that your income can last in retirement, or passing on your values to the rising generation, our dedicated and experienced team is here for you.
Every step of our process takes into account your personal perspective and priorities. The goal is to help bring simplicity and transparency to the many complexities of finance, making the often intimidating task of planning for the future an exciting journey.
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.
