Fireweed Capital vs. Merrill
Considering Merrill for retirement or investment help on the Iron Range? Merrill is the brokerage arm of Bank of America. Fireweed Capital is the independent, locally owned alternative right here on the Range. Here is a fair, side-by-side look before you decide.
Free 30 minutes with Dr. Adam Link, CFP®. No pitch, no obligation.The side by side
Both Merrill and Dr. Adam Link, CFP® serve people up here. The real question is which one fits you. Every line below reflects Fireweed Capital's assessment of each firm's model and public positioning.
| Dr. Adam Link, CFP® Fireweed Capital | Merrill National firm | |
|---|---|---|
| CERTIFIED FINANCIAL PLANNER™ | ✓ | – |
| Independent & locally owned | ✓ | ✗ |
| Active risk management | ✓ | ✗ |
| Published author | ✓ | ✗ |
| Where your money is held | Axos, an independent third-party custodian | Merrill brokerage accounts |
| Firm | Fireweed Capital, a local firm | Merrill, the brokerage arm of Bank of America |
Based on public listings for Merrill. If anything here is out of date, tell us and we will correct it.
Why people up here choose Fireweed Capital
Fireweed Capital is for the family that wants a CERTIFIED FINANCIAL PLANNER™ professional, the gold standard for the profession and still rare on the Iron Range, an advisor who actively manages the downside in the years around retirement instead of buying an index and riding it down, and an independent, locally owned firm rather than a national brand. Before the CFP®, Dr. Adam Link earned a Doctorate in Computer Science, led engineering at Coinbase, and wrote four books, two on investing and two on technology. You get an advisor who thinks like an analyst and an operator.
Talk to us before you decide
Thirty minutes, free, no pressure. Bring your own numbers and see the comparison for yourself. If we are not the right fit, we will tell you straight.