The Goldman Group

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"