Bean & Associates is a tenured wealth management advisory team at Merrill Lynch. We provide a “family office” experience to our clients and their families, and our “One Call Does It All” concierge service is designed to simply and streamline the lives of our clients. We have been recognized by Forbes since 2018 as a “Best-In-State Wealth Management Team.”
We design customized, dynamic strategies that integrate the various aspects of your life. These include wealth management, tax minimization strategies, wealth transfer and estate planning services, philanthropic and legacy planning, retirement and education planning, asset and income preservation, and access to banking services through Bank of America.
We welcome the opportunity to meet with you, discover what matters most to you, and explore whether we’re the right fit to help you achieve the future you envision for your family.