The Locniskar Pursel Bucher Biddinger Group

Private Wealth Advisors
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As a multi-generational legacy team, we help client families streamline the complexities of significant wealth. We’ve built our team to provide continuity and connectivity across life stages and priorities. Our structure and approach nurture each family’s long-term legacy through customized advice and guidance.

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.

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

Locniskar Pursel Bucher Biddinger Group

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As a multi-generational legacy team, The Locniskar Pursel Bucher Biddinger Group helps client families streamline the complexities of significant wealth. The team has been built to provide continuity and connectivity across life stages and priorities. The team structure and approach nurture each family’s long-term legacy through customized advice and guidance.

The Locniskar Pursel Bucher Biddinger Group prides itself on unparalleled experience and service to its client base. The group is designed to service all needs of any existing family of significant wealth with an advisor group that we will match to the generation of client from patriarch (matriarch) to grandchild. Given the depth of the team, we have created a legacy business that will last long after the patriarch (matriarch) has passed on. Prior to establishing a new relationship, it is vital to identify the expectations of our clients so that we may provide a consistent and reliable level of service. We have a consistent investment process that has stood the test of time from volatile to bull markets since the 1970s. Our process starts with the needs of the client, which we then match to the appropriate allocation and mix of assets. We aim to provide the highest level of service as it pertains to your individual, family and business goals.

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.

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.

Boards and Community Involvement

Our team is actively involved with our community:

  • Community Foundation for Southeast Michigan
  • City Year Detroit
  • The Futures Foundation
  • Beaumont Foundation Planned Giving Committee, Beaumont Hospitals Foundation
  • Detroit Public Television
  • Detroit Institute of Arts, Friends of the Detroit Film Theatre
  • Cornerstone Schools
  • American Cancer Society, Inc.
  • Detroit Symphony Orchestra
  • Stephen M. Ross School of Business at the University of Michigan

In the Media

Our team has been featured in: 

  • Barron's
  • Forbes
  • Time Magazine
  • DBusiness
  • The Oakland Press

Our advisors have been and continue to be nationally recognized: 

  • Forbes “America’s Top Wealth Management Teams Private Wealth” in 2022 (Dana Locniskar, Tom Pursel, Matt J. Bucher, Matt Biddinger & Griffin Nienberg -- *Source: The Forbes “America’s Top Wealth Management Teams Private Wealth” list, published on November 8, 2022. Rankings based on data as of March 31, 2022)
  • Forbes "America's Top Wealth Advisors" in 2016-2022 (Dana Locniskar - *Source: The Forbes “America’s Top Wealth Advisors” list, published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30 of current year)
  • Forbes "Top 250 Next-Generation Wealth Advisors" in 2017-2019 (Matt Biddinger - *Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Rankings based on data as of March 31 of current year)
  • Forbes "Best-in-State Next-Generation Wealth Advisors" in 2019 (Matt Biddinger) and in 2022 (Griffin Nienberg) - (*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published annually Aug - Sept. Rankings based on data as of March 31 of current year)
  • Forbes "Best-in-State Wealth Advisors" in 2018-2022 (Dana Locniskar - *Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year)
  • Forbes "Best-in-State Wealth Advisors" in 2020-2022 (Tom Pursel, Matt J. Bucher - *Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year)
  • Forbes "Best-in-State Wealth Advisors" in 2022 (Matt Biddinger, Griffin Nienberg - *Source: The Forbes “Best-in-State Wealth Advisors” list, published on April 7, 2022. Rankings based on data as of June 30, 2021)
  • Barron's Top 100 Financial Advisors in 2005-2007, 2009 and 2011 (Dana Locniskar - *Source: The Barron’s “Top 100 Financial Advisors” list, published annually Mar – April. Rankings based on data as of December 31 of prior year)
  • Barron's Top 1,200 Financial Advisors in 2009-2022 (Dana Locniskar - *Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in March. Rankings based on data as of September 30 of prior year)
  • Barron's Top 1,200 Financial Advisors in 2014-2017 (Tom Pursel - *Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in March. Rankings based on data as of September 30 of prior year)
  • Financial Times "400 Top Financial Advisers" (FT400) in 2013, 2014, 2017, 2019 and 2020 (Dana Locniskar - *Source: Financial Times “400 Top Financial Advisers” list, published annually Mar - April. Rankings based on data as of June 30 of prior year)

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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.