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Our advisors know that investing is as much about understanding yourself as it is about understanding your wealth. That could be why Merrill has the most advisors on Forbes “Best-in-State Wealth Advisors" 2021 list.¹ The tools below can help you prioritize your goals, see what type of investor you could be and help plan for whatever comes next. And whenever you're ready, you can start a relationship with one of our advisors.

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7 Key Retirement Deadlines You Don’t Want to Miss

Taking steps at each of these stages on the road to retirement could help you maximize your income, minimize your taxes and avoid penalties.

Goals Explorer Tool

Prioritize your goals and get a personalized set of resources after you answer a few simple questions.

Investment Personality Assessment

We start with understanding your approach, purpose and mindset. See how we get to know you better.

Retirement Calculator

Knowing where you stand now will make a big difference down the road. Our calculator can help you stay on track.

Create a Plan that is All About You

Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.

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Simply provide your contact information and a Merrill representative will reach out to start the conversation.

All our advisors are committed to putting your needs and priorities first. And we now have a more personalized way to choose an advisor who matches your personal preferences.

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Benefits of an advisor

Learn why finding the right advisor is just as important as having one

_{1. The Forbes “Best-in-State Wealth Advisors" list, February 11, 2021. Data provided by SHOOKTM Research, LLC. Data as of June 30, 2020. The Forbes “Best-in-State Wealth Advisors" ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client's experience. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved. For more information: http://details-he.re/qg4zAM}

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Investing involves risk. There is always the potential of losing money when you invest in securities.

Past performance does not guarantee future results.

Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary. This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. [For more information about these services and their differences, speak with your Merrill Advisor.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team,] are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

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