In this complicated market, it’s about more than just investing
Working with a Merrill financial advisor means having a personalized plan to help you prepare for whatever comes next.
Ready to meet your match?
You know your worth. Work with an advisor who does too. Our new Merrill Advisor Match tool allows you to choose an advisor based on your financial goals, communication style and more. Simply answer a few questions to discover a customized list of advisors tailored to you.
Your Goals. Your Advisor. Your Strategy.
With Merrill, you get personalized financial advice tailored to you, for the financial life you want to live.
Questions to ask your advisor
Whatever your priorities, our checklist can help you find someone who understands you and has the resources to help you with your financial life.
Choice of advisor does not guarantee future success. Investing involves risk.