The Goldman Group

470 Norristown Road
Suite 101
Blue Bell, PA 19422
484.530.5312
Learn more about an advisor's background on
The Goldman Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Goldman Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Adam Goldman
Forbes "Best-in-State Wealth Advisors", 2022
(Published on April 7, 2022. Rankings based on data as of June 30, 2021.)
Click here to learn more about advisor recognitions
About Us
Welcome

Welcome

Click here to view Adam's Feature in Philadelphia Magazine's November 2021 Issue

The Goldman Group has long provided a premier level of knowledge and high caliber service to affluent individuals, non-profits and pension plans in 15 states, on both coasts. Today, the team serves a diverse and growing clientele– entertainment industry executives, professional football players, professional men and women, pharmaceutical & real estate executives, homebuilders, retirees, widows, divorcees, and multiple generations of families.
To meet client definitions of wealth and comfort–not industry benchmarks – The Goldman Group aims to generate reliable income streams with the lowest degree of risk required to meet client objectives. The team also focuses on estate planning strategies, facilitating meetings with attorneys and others.

Serving clients proactively with a long-term view, Adam Goldman points out, "Most clients are independent thinkers and very busy. If they're interested in our tactics, we explain in detail. And like many clients, I'm a lifetime learner – having studied International Economics at Cambridge University in England. Having a global perspective is especially helpful, given that markets are so inter-dependent."

Adam Goldman is a qualified Portfolio Manager who can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.

"I love what we can do," says Adam. "Recently, we guided an older client's son through many of the financial challenges he faced in opening a restaurant. We learned from him and vice-versa. We admire clients for their hard work and discipline. Since I began exploring wealth management as a young student, I've seen the real-world benefits that clients enjoy. It's about people, not numbers"

About Us
Welcome

Welcome

Click here to view Adam's Feature in Philadelphia Magazine's November 2021 Issue

The Goldman Group has long provided a premier level of knowledge and high caliber service to affluent individuals, non-profits and pension plans in 15 states, on both coasts. Today, the team serves a diverse and growing clientele– entertainment industry executives, professional football players, professional men and women, pharmaceutical & real estate executives, homebuilders, retirees, widows, divorcees, and multiple generations of families.
To meet client definitions of wealth and comfort–not industry benchmarks – The Goldman Group aims to generate reliable income streams with the lowest degree of risk required to meet client objectives. The team also focuses on estate planning strategies, facilitating meetings with attorneys and others.

Serving clients proactively with a long-term view, Adam Goldman points out, "Most clients are independent thinkers and very busy. If they're interested in our tactics, we explain in detail. And like many clients, I'm a lifetime learner – having studied International Economics at Cambridge University in England. Having a global perspective is especially helpful, given that markets are so inter-dependent."

Adam Goldman is a qualified Portfolio Manager who can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.

"I love what we can do," says Adam. "Recently, we guided an older client's son through many of the financial challenges he faced in opening a restaurant. We learned from him and vice-versa. We admire clients for their hard work and discipline. Since I began exploring wealth management as a young student, I've seen the real-world benefits that clients enjoy. It's about people, not numbers"

Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs.

Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach

Capabilities

Merrill's process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you're able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you're planning your retirement, saving to buy a home or funding a child's education, the process begins by getting to know you and how you feel about the following:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Meet Our Team
Adam S Goldman, CDFA®,CIMA®,CPFA™,CRPC™
Managing Director, Wealth Management Advisor
484.530.5312
Avery Butler, CFP®
Registered Wealth Management Client Associate
610.834.3504
Margaret C Ritter
Officer, Registered Senior Wealth Management Client Associate
484.530.5331
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Christopher Caradec
Wealth Strategies Advisor
John Ventura
Investment Solutions Group Portfolio Strategist
Michael Perticari
Senior Wealth Management Lending Officer
NMLS #535721
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

About Merrill
Fresh perspectives

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Personalized planning

Helping you create a personalized plan

At Merrill, we go beyond the traditional role of an advisor.

  • Your goals, concerns and attitude about investing are the foundation of your plan.
  • We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family.
  • We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.
Team and resources

Giving you access to our teams and solutions

Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with:

  • Bank of America specialists, such as mortgage or trust professionals
  • Timely insights from BofA Global Research1 to help you stay informed and navigate ever-changing markets
  • A full suite of Merrill investing and Bank of America banking solutions

1BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.