Carlson, Merkel & Dinsmore
Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
We empower individuals, families, and organizations to achieve long-term financial success through two integrated solutions:
- Comprehensive Wealth Planning
We simplify the complexities of financial planning, helping clients make informed decisions that align with their goals, values, and future aspirations. - Corporate Long-Term Incentive & Equity Administration
As a trusted plan sponsor, we design, implement, and manage long-term incentive programs that drive engagement and retention. We educate employees on how equity awards work and the lasting benefits they can deliver, turning compensation into a powerful wealth-building tool.
Our Promise:
We combine deep expertise, personalized guidance, and seamless execution to help clients maximize opportunities—whether planning for their family's future or unlocking the full potential of corporate incentive programs.
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.
