Merrill Goal Planner

When it comes to wealth management, clients must engage a financial advisor or more recently, a robo-investment service. Each has its own advantages and limitations. The Merrill Goal Planner aims to bridge that gap by combining the convenience of a robo-advisor with the expertise and human connection of a real advisorsory team.

As an available service for current Merill investors, the Goal Planner provides the tools to monitor their portfolio, track market trends and evaluate investment strategy and progress. More importantly, users can connect with a Merrill advisor through the My Advisor Team portal to tailor their experience to their investment goals.