The Tarpley Group
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.
At The Tarpley Group our clients come first. The years of experience on our team, the educational training and professional development, along with the broad resources available from one of the largest wealth management firms in the country at Merrill, allow us to provide a comprehensive approach to clients wealth management needs. Located in the heart of Collin County, our practice is not limited to the specific investments of our clients but encompasses their entire financial picture from education planning, retirement, long term care insurance, estate planning services, generational planning, and insurance needs. We also focus on 401Ks, Cash Balance Plans, Pension Plans, and other small business retirement planning.
CFP®, CPFA®
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.
