Gain the power of perspective with financial planning at Merrill

We’ve created a financial planning experience you can’t get anywhere else — one that gives you perspective into your total financial life. Financial planning feels very different here. It’s tangible, it’s actionable and it’s designed around your unique needs.

  • Understand where you are today

    Get one of the industry’s most comprehensive views into your wealth with a personalized plan that clearly and visually shows your financial picture.

     

    Out of the investors who believe they are receiving comprehensive advice, only one-in-four actually is.1

  • Set goals for tomorrow

    See what’s truly possible with a plan and easily compare potential scenarios, such as developing a strategy for your wealth transfer, buying a yacht, and more.

     

    Confidence to reach financial goals increases over 25% with a financial planning report.2

  • See how you’ll get there

    With powerful analytics and advice from your Private Wealth Advisor, you'll see the impact of your financial decisions, determine if you’re on track and get steps to pursue your goals.

     

    Satisfaction with investment performance increases almost 30% with a financial planning report.2

Common financial planning myths

Tap + to debunk myths

 

Ready for a fresh perspective?

  • Connect with your Merrill Private Wealth Advisor to learn more.

     

  • Don't have an advisor? Choose one who fits your priorities using Find an Advisor.

1According to J.D. Power, Half (51%) of investors believe they are getting comprehensive advice, but among those only one-in-four (26%) really is. And among investors who believe they are getting comprehensive advice, only 26% are receiving advice that meets the J.D. Power definition of “comprehensive.” For more information about the U.S. Full-Service Investor Satisfaction Study, visit https://www.jdpower.com/business/wealth-management-platform.

2GWIM Analytics, Client Satisfaction Survey, Data as of 12.31.23. Percentage satisfied is defined as those responding in the top two boxes in terms of satisfaction.