Gain the power of perspective with financial planning at Merrill
We’ve created a financial planning experience you can’t get anywhere else — one that gives you perspective into your total financial life. Financial planning feels very different here. It’s tangible, it’s actionable and it’s designed around your unique needs.
Common financial planning myths
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Financial planning needs to happen all at one time.
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Financial planning is hard and time-consuming.
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Financial planning for multiple goals is too challenging.
Ready for a fresh perspective?
Work with a Merrill advisor to access a truly comprehensive planning experience.
I want to:
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What's your style?
Take our quick quiz to learn your investing personality and get resources designed with you in mind.
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Retirement ready?
Take our quick, two-minute quiz to check your progress and get actionable next steps.
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Stay on track
Try our easy-to-use Personal Retirement Calculator to estimate how much you realistically need to retire.
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Merrill Lynch Investment Advisory Program
We take a personalized approach to investing, tailored to your goals and values.
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Wealth Impact Planning
Explore potential solutions for navigating the complexities and opportunities of bringing greater purpose to your wealth.3
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Save for the future
Whatever your goals, Merrill investing and Bank of America banking offer a wide range of solutions to help you get there.
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6 surprising benefits of having a financial strategy
Discover how a full view of your financial life can help answer some hard questions and uncover new opportunities.
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Preparing for the big ‘what-ifs’ in your financial life
Is your financial strategy built for the unexpected? Explore steps you can take to help keep your long-term goals on track.
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7 questions every advisor should be able to answer
Get the answers you need. Our checklist can help you find an advisor who’s the right fit for you.
Get a new perspective on retirement
Including retirement goals in your financial strategy is a critical component to help give you clarity in every stage of your journey.
Connect with Merrill on your terms
Ready to work with a dedicated advisor in your area? Fill out the form below.
Meet the right advisor for you
Answer a couple of questions about yourself to see advisors who match your preferences.
Then, choose who you’d like to connect with.
Are you trying to connect to your advisor?
Look up their contact information here. Or try our Contact us page.
If you’re interested in building your own portfolio with a wide range of investment choices, Merrill Edge® Self Directed may work for you.
1According to J.D. Power, Half (51%) of investors believe they are getting comprehensive advice, but among those only one-in-four (26%) really is. And among investors who believe they are getting comprehensive advice, only 26% are receiving advice that meets the J.D. Power definition of “comprehensive.” For more information about the U.S. Full-Service Investor Satisfaction Study, visit https://www.jdpower.com/business/investor-satisfaction-study.
2GWIM Analytics, Client Satisfaction Survey, Data as of 12.31.23. Percentage satisfied is defined as those responding in the top two boxes in terms of satisfaction.
3Sustainable and Impact Investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate 413 exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
