The Hartl Group

Private Wealth Advisors
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We provide customized services supported by the broad capabilities of a global institution. Working with a limited number of clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members.

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Advisor if you have questions about how a specialist might be able to assist you.

Scott McCabe

Alternative Investments Regional Specialist

Bank of America, N.A.

Jean Y. Kim

Wealth Strategist


Matthew Wesley

Wealth Strategist



Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Philippe M Hartl

Financial Times "400 Top Financial Advisers" 2016
Published on March 22, 2016. Rankings based on data as of June 30, 2015.

Barron's "Top 1,200 Financial Advisors: State-by-State" 2012-2022
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

Forbes "America's Top Wealth Advisors" 2016-2022
Published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30 of current year.

Forbes "Best-in-State Wealth Advisors" 2018-2022
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Barron's "Top 100 Private Wealth Management Teams" 2021-2022
Published annually in April. Rankings based on data as of December 31 of prior year.

Strategies designed to help you achieve your goals

As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

The Hartl Group

The Hartl Group is an experienced wealth management team that provides tailored financial services and strategies for ultra affluent individuals, families and foundations.

The team provides a direct link to the vast resources and capabilities of a global investment firm coupled with the attention to detail and complete transparency seldom seen outside a boutique advisory firm. We believe that this invaluable combination allows clients to receive unmatched service and to ultimately pursue their aspirations and enjoy the prosperity they have created.

Our experience, seamless execution and aspiration to provide only the most elite service has led to a fundamental understanding of the distinctive needs and desires of high net worth clients.

Our Approach

Our mission is to elucidate the client family core values around wealth and utilize those values as the basis for the family investment and estate planning strategy. The objective is to have the client family become a true legacy family.

The teams approach begins with an in-depth analysis of the client’s financial situation and long term objectives. This enables us to develop a customized and sophisticated wealth management plan tailored to suit the personal desires and values of each client.

Multigenerational wealth transfer is one of many services encompassed by our holistic approach to wealth management. In 90% of families studied wealth is lost by the end of the third generation. The other 10% have successfully created sustainable wealth spanning multiple generations through use of particular best practices such as regular family meetings and articulation of shared values. We actively engage clients in these best practices granting their wealth with the greatest opportunity for continued existence across future generations.

The team purposely limits its number of client engagements serving to help ensure the level of intimacy and direct contact is never compromised.

Investment Platform and Intellectual Capital

The Hartl Group utilizes the firm’s extensive open architecture investment platform with access to money managers from across the industry.

In constructing the portfolio we seek an appropriate risk adjusted return so that we preserve the client’s capital and provide a return consistent with the individual objectives and risk profile.

The team has direct access to a powerful and extensive universe of tools exclusive to Merrill Lynch such as a dedicated Manager Consulting Group-Investment Management and Guidance (IMG).

IMG is a global investment organization currently comprised of over 140 investment professionals and is responsible for delivering objective investment guidance and strategies to both implement and advance the Wealth Management Process at Merrill Lynch.

In addition to these internal resources the team also draws on a wide range of external resources as part of its own rigorous manager selection process.

Our Services

Customized Financial Consulting including:
  • Estate Document Review
  • Estate Balance Sheet Preparation and Tracking
  • Family Mission Statement Preparation
  • Next Generation Financial Education & Management
  • Family Meetings
  • Philanthropic Mission Statement and Portfolio Management
  • Diversified Portfolio Analysis and Management
  • Daily Banking Services
  • Single Stock/LP Unit Safekeeping and Risk Management

Banking products and services provided buy Bank of America, N.A.

Our Accolades

Managing Director and Private Wealth Advisor Philippe Hartl named to:

  • Forbes Best-in-State Wealth Advisors  from 2018 to 20221
  • Barron's "Top 1,200 Financial Advisors" from 2014 to 20222
  • Forbes America’s Top Wealth Advisors list from 2016- 20223 
  • Barron's Top Private Wealth Management Teams 2021 and 20224
  • Financial Times "Top 400 Advisors" in 20165
  • Barron's Top 1000 Advisors by State 2012-20136


1  Forbes “Best-in-State Wealth Advisors”
Published annually Jan – April. Rankings based on data as of June 30 of prior year.

2  Barron’s “Top 1,200 Financial Advisors: State-by-State”
Published annually in February-March. Rankings based on data as of September 30 of prior year.

3  NEW Forbes “America’s Top Wealth Advisors” 2016-2022
Published annually Aug – Oct. Rankings based on data as of Mar 31 – June 30 of current year.

4  Barron’s “Top 100 Private Wealth Management Teams”
Published annually in April. Rankings based on data as of December 31 of prior year.

5  Financial Times “400 Top Financial Advisers” 2020
Published on March 30, 2016. Rankings based on data as of June 30, 2015.

6  Barron’s “America’s Top 1,000 Financial Advisors: State-by-State”
Published annually in February. Rankings based on data as of September 30 of prior year.

Let's have a conversation

Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

Our Vision

For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.

Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.

Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.