Taphorn Boike & Associates
Merrill Lynch Wealth Management
Taphorn Boike & Associates is a dynamic team of financial professionals with the goal of responding to the unique wealth management needs of clients through collaboration, commitment, and care. We work with affluent individuals, families, and businesses with simple to complex financial needs and circumstances.
Our typical clients include:
Our Philosophy
Our team, led by John Taphorn and Brad Boike, has more than 50 years of combined industry experience offering customized advice and guidance. We are committed to maintaining the highest standards of integrity and professionalism in our relationships with clients. We passionately believe in a collaborative approach where every member of our team is driven to offer thoughtful, personalized advice and guidance to help enhance and simplify our clients’ lives. We help clients design, implement, and periodically review a customized wealth management strategy to help pursue financial goals without unnecessary investment risk. Our wealth management approach is centered around utilizing wealth to better facilitate turning goals into reality.
Merrill's process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.
CFP®, 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.
