Our Approach

Pursuing Your Personal Financial Journey
When you’re planning a trip, you start with a clear idea of where you want to go and how you’re going to get there. We approach your financial life the same way. We start by listening carefully to understand what you want to accomplish with your wealth, during your lifetime and beyond. Then, we work with you to design a custom roadmap that can help you adjust to speed bumps in your life’s journey, as well as fluctuations in the financial markets. 

Years of experience have taught us the value of a consistency in pursuing financial goals. We’ll help you create a personalized investment approach that reflects your objectives, time horizon, liquidity needs, and risk sensitivity.  As your personal circumstances change, we’ll work with you to review and update your financial strategy. 


Building Relationships
We’re committed to building lasting relationships where clients feel comfortable sharing personal details about their financial lives. Many of our client relationships span decades and extend deep into families. Along with our skills, we believe our commitment to exceptional service is a key reason clients stay with us.

As our client, you can expect clear communication, frequent follow-up, and straight talk. We’re also firm believers in financial education. That’s why we tell stories and use analogies to help you understand your investment approach.   

We think of our team as “the family doctor” for your financial health and wellbeing. Just as your primary care physician recommends medical specialists when you need them, we can connect you with a wealth of resources available through Merrill and Bank of America.

We’re Here to Help You Build a State-of-the-Art Retirement Plan

A well-designed retirement benefit plan can help your company attract and retain valuable employees. We draw on our own extensive experience and Merrill resources to help you tailor a plan to your organization’s needs, based on size, demographics, budget, and other considerations. We offer guidance to help you:

·         Design a new retirement plan or convert an existing one

·         Select a plan provider

·         Update investment menus

·         Monitor plan performance

·         Employee education

With The London Group, you will have a team of advocates for financial wellness on your side. We’re passionate about educating plan sponsors to help them make informed decisions.

Digital

Click below to find additional resources on our digital capabilities.

MyMerrill Overview
Investment & Banking Integration 
 Authorize Account Access on MyMerrill.com® 
Go Paperless 
My Financial Picture 
Simplify Your Financial Life 
Spending & Budgeting Tool 
Mobile Check Deposit 

Contact your financial advisor today to discuss how you can stay connected on the go 24 hours a day/ 7 days a week.