The Scherr LeFrancois Group
The Scherr LeFrancois Group is dedicated to building strong client relationships through collaboration, clarity and consistent care. Supported by the global resources of Merrill and the banking convenience of Bank of America, we strive to be your primary source of financial guidance. Our mission is to deliver advice aligned with your values and goals, and to provide the diligence and personal attention you deserve throughout every step of the planning process.
Our team believes that a meaningful financial plan starts with what matters most to you. Whether you are planning for your family, your business, or your legacy, we focus on understanding your values and long‑term goals so every decision aligns with the life you want to build.
Our planning process is designed to be thoughtful, thorough, and personal. We begin by introducing our philosophy and learning where we can add value as your life unfolds. Through in‑depth conversations, we listen to what drives your priorities, gather the details needed for a clear financial picture, and analyze your existing strategy to identify opportunities and potential challenges.
Our mission is simple: deliver advice that reflects who you are, support you through every transition, and partner with you in building a future shaped by your values.
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.
