TBH has more than 15 years of experience in providing trusted financial planning services to individuals, families, and institutions. We help our clients build comprehensive plans for a stable financial future. We offer world-class customer service, a wealth of knowledge, transparency, and a personalized approach that can help you achieve your financial goals – even in an uncertain world.

TBH Advisors

David Merrell

This department provides financial guidance and advisory services to clients.

Financial Services

This department focuses on managing client relationships and delivering support to ensure client satisfaction.

Client Services

This department focuses on identifying growth opportunities and strategic partnerships to enhance the organization's market presence.

Business Development

This department oversees the strategic direction and overall management of the organization.

Executive Leadership

This department provides financial advice and investment management services to clients focusing on wealth preservation and growth.

TBH Advisors

Org chart

Teams

Financial Services

Client Services

Business Development

Executive Leadership

Wealth Management

Offices

TBH Advisors

Org chart

Teams

Financial Services

Client Services

Business Development

Executive Leadership

Wealth Management

Offices

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