Merrill LAD

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

At Charter Financial Group, we believe in a relationship-focused, team approach to help define what is important to your family legacy. While we understand money is essential, we focus on family, friendships, and the career you’ve worked so hard to build. It is our core belief that money is the necessary fuel for the engine of life, whereas wealth is all-encompassing of the people and moments that add value and joy to our lives.

Lombardo Wagner Ayers & Company is a premier provider of tax, audit, assurance, and advisory services, catering to individuals and small to mid-market businesses for over 30 years. With a team of skilled professionals, including CPAs, financial specialists, and valuation experts, they focus on maximizing tax savings and streamlining accounting processes for their clients. Offering a wide array of services that encompass consulting, tax preparation, bookkeeping, and financial audits, Lombardo Ayers prides itself on delivering thorough and responsive support. Their commitment to client satisfaction is evident through numerous positive testimonials highlighting their professionalism and prompt service. Generated from the website