The Renie DeGroft Arthur Hall Group

Wealth Management

Significant wealth often brings increasingly complex financial decisions. Investments, retirement planning, estate planning, liquidity events, business interests, and legacy goals rarely exist in isolation. By serving a limited number of clients, we are able to devote substantial time and attention to understanding each client's unique circumstances and aspirations. This personalized approach allows us to remain accessible, responsive, and deeply engaged as needs evolve over time. We believe our role extends beyond managing assets. Through thoughtful guidance and long\-term partnership, we help clients coordinate the many moving pieces of their financial lives, bringing perspective, clarity, and order to the chaos that complexity can create.

Retirement Plan Consulting

For many business owners and retirement plan committees, a workplace retirement plan is more than a benefit. It's an opportunity to help employees build financial security while fulfilling important fiduciary responsibilities. Our team includes three Certified Plan Fiduciary Advisors (CPFA®) who help organizations evaluate investments, monitor plan effectiveness, and maintain a prudent decision\-making process. We work closely with plan sponsors to simplify complex responsibilities and support successful outcomes for both employers and participants. Through ongoing guidance and fiduciary\-focused support, we help plan sponsors make thoughtful decisions designed to strengthen their retirement plans over time.

FAQ

**Who does the Renie DeGroft Arthur Hall Group serve?** The team serves three client types: high\-net\-worth families, business owners, and corporate retirement plan sponsors. **Does the team work with business owners?** Yes. The team coordinates a business owner's personal wealth with their company's finances, including retirement plan design, succession planning, and planning around a business sale or liquidity event. **Does the team provide fiduciary services on retirement plans?** Yes. The team includes three Certified Plan Fiduciary Advisors® (CPFA®) professionals and provides fiduciary 401(k) and corporate retirement plan consulting, including plan oversight, investment benchmarking, and participant education. **What services does the team provide?** Services include high\-net\-worth wealth management, fiduciary 401(k) and corporate retirement plan consulting, business owner and succession planning, retirement income planning, estate and multi\-generational wealth transfer, and tax\-minimization strategies. **Where is the team located, and what areas does it serve?** The Renie DeGroft Arthur Hall Group is based in Cincinnati, Ohio, and serves clients nationwide. The team's advisors are collectively registered to conduct business in 38 states and the District of Columbia. **What professional designations does the team hold?** The team's advisors hold designations including Certified Plan Fiduciary Advisor® (CPFA®), Certified Investment Management Analyst® (CIMA®), CERTIFIED FINANCIAL PLANNER® (CFP®) certification, and Chartered Retirement Plans Specialist™ (CRPS™).

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](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~BofA 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](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition