The Merryfield & Abraham Wealth Advisory Group Advantage

We are a dedicated professional team with more than 100 years combined experience helping individuals, families, and businesses pursue their financial goals and objectives.  We strongly believe in developing lasting relationships and personalized plans tailored to your individual needs.

As you transition through the various stages of life, we will help you create an appropriate strategy based on your risk profile, investment horizon, and specific goals.  We do not believe in a one-size-fits-all approach.  It is by listening intently to you that we can develop appropriate strategies that will suit your unique needs.  Our investment philosophy is needs-driven, not product-driven.

Rest assured, markets will shift, as history has shown us, whether by political, economic, or global events.  We do not focus on what we cannot control; rather, we remain committed to you and your goals through periodic review, reporting, and making adjustments to your financial plan as necessary.

As part of our commitment to excellence, we are assisted by a highly knowledgeable, experienced, and responsive staff.  We intend for you to always feel that we are here for you to provide the high level of service you expect and deserve.