Are you a business owner looking for business retirement planning?

We understand how hard you work to build your business. At TBH, we understand that business owners have unique and sometimes complex planning needs.  Our Financial Advisors work with business owners to create a financial plan that meets their needs at every stage of the business life cycle. Whether you are growing your business or want to access your wealth from the business, we can help you achieve your goals.

Our financial advisors can help you manage your business and personal cash flow and banking needs. We also evaluate relevant estate and income tax planning strategies, reward and retain key employees, plan for retirement, and develop a business succession plan. We can also help you identify the personal financial, tax, estate planning and insurance strategies that fit your unique business situation.

Through proper business planning, we will assist you in planning for both short and long-term goals. We will address roadblocks and allow you to spend more time growing the business or starting your retirement.

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.