Taphorn Boike & Associates

Merrill Lynch Wealth Management
600 Rockmead Drive
Suite 100
Kingwood, TX 77339
(281) 348-9411
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Whatever your personal goals may be, we will work with you to develop a personalized financial approach designed to help achieve what’s most important to you.
Taphorn Boike & Associates
Merrill Lynch Wealth Management
Welcome

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:

•Affluent families
•Corporate executives of publicly traded companies
•Business owners and entrepreneurs
•Professionals, such as doctors, attorneys, dentists and certified public accountants
•Companies with the installation and execution of corporate benefit plans, sales, acquisitions, and mergers.

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.
About Us
Capabilities

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.

Meet Our Team
John Taphorn,

CFP®,CPFA™,CRPC™

First Vice President, Wealth Management Advisor
281.348.9411
Bradford Boike,

CPFA™,CRPC™

First Vice President, Senior Financial Advisor
281.348.9412
Robert Taphorn
Senior Financial Advisor
281.348.9418
ROSALIA FISCHER
Wealth Management Client Associate
281.348.9427
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Mary Elizabeth Murphy
Retirement Specialist
Jonathan Vasquez
Wealth Management Banking Specialist
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.