The Tamadon Group
We work with business owners, entrepreneurs and established families facing complex financial decisions. Our role is to help simplify the moving parts across investment strategy, banking and lending needs, retirement planning, liquidity planning, and legacy goals.
The Tamadon Group works with business owners, entrepreneurs, professionals and multi-generational families with complex financial lives.
We take a collaborative approach to wealth management, helping clients think through the relationship between business decisions, personal planning, investment strategy, retirement considerations and long-term family goals.
With permission, we coordinate with clients' accountants, attorneys and other professionals to help create a more connected planning process.
AWMA™, CEPA®, CFP®, CPWA®, CSRIC®, SE-AWMA™
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.
