Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Relationships are at the heart of our practice. By listening to and understanding each client’s unique goals and needs, we are able to deliver personalized advice and guidance that goes beyond investments to connect all aspects of our clients’ lives.
The Lehman Eger Group consists of highly skilled and dedicated professionals, collectively bringing more than 100 years of financial services experience to each client. Industry experience, along with distinguished designations such as the CERTIFIED FINANCIAL PLANNER (CFP®) professional, Chartered Retirement Planning Counselor (CRPC®), and Certified Private Wealth Advisor (CPWA®), have us uniquely qualified to address the complex needs of our clients.
Service and Execution
The Lehman Eger Group is dedicated to the highest level of personalized client service. Our core values of accountability, discipline, process, and accessibility reflect our passion to serve our clients. We work closely with other trusted advisors, including attorneys and CPAs, to address all of our clients’ unique wealth management needs.
With access to the investment insights of Merrill, the Trust & Estate services of Bank of America Private Bank, and the banking capabilities of Bank of America, The Lehman Eger Group combines the resources of a global financial services firm with our own brand of an intimate family office boutique-like experience to provide our clients with customized and goals based financial strategies.
Our team’s philosophy is to focus on helping you meet your goals. We do this by considering your return objectives, liquidity requirements, time horizon, tax situation and risk tolerance.
By incorporating independent expertise, firm research, and the extensive resources of our Chief Investment Office, coupled with our institutional-quality investment process, we carefully construct a diversified portfolio customized to your needs.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” 2018, 2019 and 2020
Supported by the global resources of Merrill, our group is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bank of America, N.A.
Employee Benefits Specialist
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.