Pursue your retirement goals with advice from a dedicated Merrill Lynch advisor

Start with a custom retirement analysis

Meet one-on-one with an advisor for a free retirement assessment personalized to you and the retirement you want.

Find an advisor

A personal approach

Our focus is on your life and priorities, not just your portfolio. That's why we start by learning what's most important to you.

Power behind your goals

We'll help you grow and preserve your wealth by designing a comprehensive strategy based on your unique needs. You'll also meet frequently with an advisor to ensure you're on track to achieve your goals.

Beyond investments

When you bank with Bank of America and invest with Merrill Lynch, you get a complete view of your financial life with a full range of investing, banking and cash management solutions.

Whenever & wherever

Get access to the advice, insights and expertise you need in person, by phone, online or in the app.

Find out how much you may need in retirement.

Use our Personal Retirement Calculator to find out if you are on track to maintain your lifestyle in retirement.