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George Merrill has over five decades of experience within the financial services industry. Much of this time has been spent focused on retirement, estate, and tax planning, as well as executive compensation and benefit strategies for numerous high-net worth investors. George aims to help clients feel confident, connected and in control of their financial life. He believes sound financial advice can help prepare a person for whatever life brings – both the expected and the unexpected. 

Working with George a client can expect:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions that seek to protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.


Ready to get started on a plan for you and your family’s financial future? 

Schedule a complimentary initial consultation with George today!

“Our team works together for one common goal: The good of our clients.”

Kenneth Reilly, CWS®
Founder & Managing Partner