We measure our success against helping you achieve your goals.Not just the markets.

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A personal approach

Our focus is on your life and priorities. Not just your portfolio. That's why we start by learning about you.

Trust & transparency

We'll let you know exactly what you're getting. That means clarity around fees, risks and possible outcomes.

Power behind your goals

Your advisor will help you grow your portfolio using the award-winning researchFootnote 1, data and on-the-ground observations.

Beyond investments

When you bank with Bank of America and invest with Merrill Lynch you can view your banking and investing with one login.

Whenever & wherever

You'll always have access to the guidance you need whether it's high tech, high touch or a combination of the two.

With over 14,000 advisors, it's easy to find the one who's right for you

By creating a personalized strategy and mapping out your priorities, a financial advisor can help you achieve your unique goals. Start building a better plan for your future today.