Michael Hogan

Background

About Michael Hogan

Michael is committed to not only serve as a trustworthy advisor to investors, but as a much-needed filter for them – distilling critical economic facts from the noise generated by markets and media. Focusing on retirement income planning and personal investment management, Michael serves the wealth management needs of affluent business owners and individuals throughout the United States. Utilizing his disciplined, time-tested process, Michael begins with a thorough analysis of a client's financial situation. Working collaboratively, a customized, asset-allocation strategy is designed to exceed return requirements over the agreed-upon investment-time horizon. Like many clients who live or vacation abroad, Michael travels extensively – to explore global financial opportunities that can optimize value for clients. In fact, Michael sets no borders, focusing instead on which investments are most worthy of consideration. Visiting clients on frequent trips, he catches up on their circumstances and makes adjustments to their wealth management strategies as necessary. Having earned the confidence of clients through steady investment performance and exceptional service, Michael strives to continuously drive each client toward his or her goals of financial freedom. A veteran of Merrill Lynch Wealth Management since Michael readily provides access to the firm's full range of services and timely insights from its vast network of specialists. Using the firm's world-class research and unsurpassed product offerings, Michael considers Merrill an outstanding platform to provide clients with reliable results and a high degree of satisfaction. Michael grew up in Washington, D.C. and received his B.S. degree in Business and Marketing from the University of Colorado at Boulder. An avid traveler, photographer, and skier, he is a devoted father to his son and daughter.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.