Merrill Lynch Wealth Management

Merrill Lynch Wealth Management brings personal investment and financial planning guidance to Mill Valley and the wider Marin County community. We work with individuals and families to build investment strategies around their goals, whether that means saving for retirement, managing a portfolio or planning for the years ahead.

Our services span investment advice, stock and securities brokerage and broader financial planning, so clients can rely on one team for both day-to-day decisions and long-term direction. We take the time to understand each client's situation before recommending anything, and we aim to keep our explanations clear and our communication consistent.

Our Mill Valley office serves residents across Marin County, from Mill Valley itself to neighboring communities throughout the North Bay.

To discuss your financial goals with one of our advisors, request a consultation through our booking page, or visit our website at advisor.ml.com.