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Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
The Ellenberg-Herr Team
Wealth Management Group- phone
717.295.5611
- address
110 North Duke St
Lancaster, PA 17602
Merrill Lynch
Wealth Management
The Ellenberg-Herr Team focuses on providing wealth management planning that helps pursue financial well-being for clients. We help clients frame their current financial situation, articulate and understand their goals, and help determine what it will take to fund their goals.
The Ellenberg-Herr Team
Welcome
The Ellenberg-Herr Team focuses on providing wealth management planning that helps pursue financial well-being for clients. We help clients frame their current financial situation, articulate and understand their goals, and help determine what it will take to fund their goals. We then implement strategies based on clients' risk tolerance, time horizon and liquidity needs, reviewing progress along the way. Our detailed and organized planning approach helps address the core of who clients are - more than just their investments - so they can purposefully pursue their financial goals and dreams.
Philosophy
The Ellenberg-Herr Team’s mission is to be our clients’ most trusted resource in all of their financial decisions. We value deep, long-lasting relationships, focusing on planning for our clients’ goals. We offer customized advice and a disciplined approach to investing. We offer exceptional service and we collaborate on issues including investment management, retirement planning, gifting, multi-generational wealth transfer, and income replacement. Our detailed and organized planning approach helps clients focus on what’s most important in their lives so that they can pursue their goals with purpose.
Approach
We believe an effective approach to wealth management requires working closely with you to help identify and define your goals.
Our job is to first understand what matters most to you. We will work together to create a financial approach that reflects your investment personality and is built around your life priorities.
Our approach is to help you pursue your goals by providing customized service and potential investment solutions. Whether you are focused on building, preserving or transferring wealth we are committed to helping you address your financial objectives at every stage of your life.
Understanding your goals and priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
Capabilities
In 1914, Charles Merrill said, “The interests of our customers must come first.” That’s a commitment that we still honor today. We feel Charles Merrill would be gratified to see how the business he founded continues to place a premium on service and commitment. With the investment insights of Merrill, and with access to the banking convenience of Bank of America, we can offer services that can help you address virtually every financial challenge you face.
Focus On Individuals, Families and Small Businesses
We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
Recognition
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Dana E Herr
Forbes "Top Women Wealth Advisors Best-in-State” 2022 and 2023
Published annually in February. Rankings based on data as of Sept 30 of prior year.
Who We Are
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Additional Resources
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.
Kevin Engelstad
Retirement Specialist
Bank of America, N.A.
Jennifer Parsons
Wealth Management Banking Specialist
Merrill
Past Events
Outlook 2023
March 15th, 2023|4:00 PM - 5:00 PM EST
Back to the (new) Future
Please join our top industry experts who will share whether the coming year might bring a return to a more promising market as global economies reset. They’ll also cover regional insights and potential ways to navigate today’s new market landscape. We will end with an open Q & A, so you can ask the questions that are important to you.
Topics will include:
- What a potential recession could mean for the markets
- Dealing with inflation, volatility and other investment risks
- Portfolio strategies and opportunities to consider now
Speaker
Marci McGregor
Head of Portfolio Strategy for the Chief Investment Office
Merrill and Bank of America Private Bank
Host
Craig Young
Managing Director; MLWM Mid Atlantic Division Executive, Merrill
Please reach out to our team for more detail on how to register for the event.
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Staying on Track
We understand that both your life and the financial markets can change over time. By 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.
Reviews to help you
stay on track
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.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
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
Let’s Have a Conversation
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.
Articles
Why Merrill?
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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
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