DON’T WAIT

It is never too early to start planning your financial future. Working with a TBH financial advisor means setting up the unique financial plan that works for you and your family. We will listen closely to your wishes and help you build a personalized plan around your full financial picture designed to help you pursue multiple goals, grow your wealth, and take care of the people who matter most to you. Your advisor will help you choose an investment strategy based on your preferences and feelings about risk, and will help you proactively monitor those investments to be sure they continue to meet your financial goals.

Don’t wait! Call us today to schedule a consultation with one of our financial advisors to learn more about our services.

David Merrell

David has been delivering Comprehensive Wealth Management solutions to clients for nearly 20 years. In 2008 he founded TBH Global Asset Management, LLC with his wife, Holly, after spending 11 years honing his craft at various public institutions. David is an avid reader of anything Behavioral Finance and works with each client to understand their planning and investment biases.