Gavin Mullen CFP Cpfa-Merrill

Our Services Owning your financial success is one of the best ways to preserve your independence and expand your options in life. Throughout your lifetime, your financial goals and dreams may change. From funding a child’s college education to planning for retirement, your financial planner should be your partner every step of the way to help you achieve these goals. At MD&A Financial Management Company you will find we are dedicated to helping you achieve your financial goals with high-quality, personalized planning and ongoing service. Our core approach to wealth management is to identify your personal goals and develop various strategies to help you meet them.

Newbauer Maniet Financial Group provides our clients with access to a wide range of high quality investments. Investments for all investor types ranging from the most conservative to the most aggressive. Many of these investments have low to no-correlation with the broad stock and bond markets. Some clients grow their wealth with non-traded investment programs, as appropriate that may provide cash dividends to help with portfolio building. We prefer tangible asset backed investment programs that suit our clients financial goals and risk tolerance.

Welcome to Merrill Lynch in Upper St. Clair, PA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.