About our Firm    Track Record    Investment Philosophy    Commentaries    Financial Planning    401k Plans

Our Mission is to be the best wealth management partner a discriminating investor can work with in overseeing his or her financial future.  To this end we are committed to providing superior investment management.  Our investment philosophy is to preserve and enhance wealth over time.  This means taking into consideration all investment risks and opportunities as well as the erosion of inflation.  We are proud of the risk-adjusted performance we have delivered vs. indexed benchmarks and our peers.    Media Appearances   John Merrill on CNBC Squawk on the Street July 02, 2010   John Merrill on CNBC Squawk on the Street June 02, 2010 John Merrill on CNBC Squawk on the Street May 17, 2010   John Merrill on CNBC Squawk on the Street April 21, 2010 John Merrill on CNBC Squawk on the Street April 13, 2010   John Merrill on CNBC Squawk on the Street March 12, 2010 John Merrill on CNBC Squawk on the Street February 5, 2010 John Merrill on CNBC Squawk on the Street December 31, 2009      John Merrill on CNBC Squawk on the Street November 23, 2009 John Merrill on CNBC Squawk on the Street November 4, 2009 John Merrill on CNBC Squawk on the Street  September 30, 2009 John Merrill on CNBC Squawk on the Street  August 26, 2009   John Merrill on CNBC Squawk on the Street  July 20, 2009   4John Merrill on CNBC Squawk on the Street  June 15, 2009     4John Merrill on CNBC Squawk on the Street   April 17, 2009  4John Merrill on CNBC Squawk on the Street   April 2, 2009  4John Merrill on CNBC Squawk on the Street  March 3, 2009    4John Merrill on CNBC Squawk on the Street   February 4, 2009    4John Merrill on CNBC Squawk on the Street  December 31, 2008     4John Merrill on CNBC Market Pulse Check  November 6, 2008    4John Merrill on CNBC Market Pulse Check   October 14, 2008   4John Merrill on CNBC Market Pulse Check     September 19, 2008    4 John Merrill on CNBC Worldwide Exchange   April 16, 2008       4Nancy Gardner in Investment Advisor Magazine  November 1, 2007      4John Merrill on CNBC Squawk on the Street   February 27, 2008     4John Merrill on CNBC Squawk on the Street February 8, 2008    4John Merrill on CNBC Closing Bell   January 31, 2008   4John Merrill on Bloomberg     January 26, 2008   4John Merrill on CNBC Squawk on the Street   December 31, 2007   4John Merrill on CNBC Squawk on the Street   November 21, 2007   4Associated Press   November 6, 2007   4John Merrill on CNBC Steet Signs   October 29, 2007   4John Merrill on CNBC Squawk on the Street   October 9, 2007   4John Merrill on Bloomberg   October 2, 2007    4John Merrill on CNBC Squawk on the Street   August 15, 2007   4John Merrill on Bloomberg   August 11, 2007    4John Merrill on CNBC Squawk on the Street   July 13, 2007   4Business Week   July 16, 2007   4John Merrill on CNBC Power Lunch   June 29, 2007   4John Merrill on Bloomberg    June 9, 2007 John Merrill on CNBC Morning Call    4 June 5, 2007   4John Merrill on Bloomberg   June 4, 2007   4John Merrill on CNBC Squawk on the Street   May 22, 2007   4The Wall Street Journal   May 7, 2007   4John Merrill on CNBC Squawk on the Street   February 16, 2007   4John Merrill on The Bloomberg Report   January 29, 2007   4John Merrill on CNBC Squawk on the Street   December 28, 2006   4John Merrill on The Bloomberg Report   December 11, 2006   4John Merrill on CNBC Power Lunch   November 9, 2006   4John Merrill on The Bloomberg Report   November 8, 2006   4New York Times   November 12, 2006   4The Wall Steet Journal   October 14, 2006   4John Merrill on The Bloomberg Report   October 3, 2006   4John Merrill on CNBC Power Lunch   August 21, 2006   4John Merrill on Bloomberg Morning Call   June 7, 2006   4John Merrill on CNBC Squawk Box   May 12, 2006   4John Merrill on CNBC   March 22, 2006      Tanglewood Feature in HBJ   March 9, 2006   4John Merrill on Bloomberg   January 16, 2006     4John Merrill on CNBC Squawk on the Street  July 20, 2009     4John Merrill on CNBC Squawk on the Street  June 15, 2009    Named one of Barron's Top 100 Independent Advisors A Robb Report Worth Top 250 Wealth Manager