Build A Financial Portfolio to Meet Your Financial Goals

It starts with you

For us, success is about helping you reach your goals, not a number.

See how we work

What’s important to you?

You have priorities and we have the insights you need to keep them front and center.

See how

A real advantage

Industry-leading research and expert analysis are here to help you stay ahead.

Explore our insights

Get the right guidance for you

Connect with an advisor and start a conversation about your goals.

Contact a financial advisor

Not who you're looking for?

Get to know some of our other financial advisors.

Find another advisor

What are your priorities?

You may say that one of your financial goals is saving for a child’s education. Or caring for aging parents. But what about you? Your work? Your downtime? Explore the priorities that matter most to you.

<p>Bringing it all together and defining your financial goals.</p>
- Discover more

Finances

Home

Health

Family

<p>Spending your free time in meaningful ways.</p>
- Discover more

Leisure

Giving

Work

Explore your goals

This is all about you, from what you hope to achieve to what keeps you up at night. Prioritize what’s important with this interactive experience.

Start exploring

What's your investment personality?

Discover your attitudes toward investing and your goals with these four questions.

Get started

An ongoing conversation

Your financial advisor is here to help you consider all your priorities and maybe even uncover a few new ones.

Find an advisor

Get in touch:

Connect with us:

Investing involves risk. There is always the potential of losing money when you invest in securities.

Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Investment products, insurance and annuity products:

Are Not FDIC Insured	Are Not Bank Guaranteed	May Lose Value
Are Not Deposits	Are Not Insured by Any Federal Government Agency	Are Not a Condition to Any Banking Service or Activity

Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and is made available through MLPF&S. Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.

Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation.

The traditional way of investing is not enough