Merrill Lynch Provo

Here at Merrill Lynch Provo, we strive to make a complex world simpler. The Young, Hullinger, Roundy & Associates team has over 120 years of combined experience in financial services, having been entrusted with more than $715 million of client assets (as of January 2020).

We feel our experience offers a perspective few financial advisor teams in the industry can match. With the investment insight of Merrill Lynch Wealth Management, the banking resources of Bank of America, and the personalized service of our diverse team, we are well positioned to assist you in achieving your financial goals, such as retirement income planning, education funding, wealth transfer, liquidity events, and others.

Focus On Individuals and Families

We can offer advice and guidance designed to assist you in making investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, we’ll start by getting to know you and how you feel about the following seven life priorities:

1. Health: Managing healthcare expenses, now and in the future
2. Home: Upsizing, downsizing, remodeling or buying a vacation home
3. Family: Taking care of your family and other people in your life
4. Leisure: Spending your free time in meaningful ways
5. Giving: Volunteering, mentoring others and giving to charities
6. Work: Working in retirement, selling or starting a business
7. Finance: Bringing it all together and defining your financial goals

Services

• Financial Planning
• Investment Advise
• Retirement Income Planning
• Portfolio Management

Costs

No cost for your initial consultation. All other costs dependent on the services & products provided.