The Adolph Group is an experienced, multidimensional financial advisory team backed by the full scope of Merrill's global investment insights and Bank of America's broad range of banking products and services.
Who we work with
Our nationwide client base is composed of institutions and private clients.
Institutions– We are privileged to work with a number of employee benefit plan sponsors. We offer an integrated suite of services to assist companies and plan managers with their retirement benefit plans, such as 401(k)s and defined benefit pension plans; we also assist with equity compensation plans, such as profit sharing plans, stock option arrangements, non-qualified deferred compensation programs and other executive services.
Private clients– We offer advice and guidance to affluent families, couples and individuals. We serve many entrepreneurs, business owners and corporate executives, and we believe that we connect well with these clients because we understand how they think about goals, aspirations and risk. Many family clients have been with us for many years, and our service to them extends to two or three generations. We truly value these important relationships.
William F. Adolph III, CRPC, C(k)P
Senior Vice President
Senior Financial Advisor
Retirement Benefits Consultant
J. Norman Deitrich...on benefit plans
"For employers, offering benefit plans is more complex than ever. We are an experienced team, dedicated to supporting employers as they face the challenges of expanding regulations, due diligence and plan compliance. For employees, we believe that financial wellness and retirement preparedness require personal engagement with a seasoned financial advisor to assist in identifying and tracking their long-term goals. We help and guide them in decisions to reach a happy and healthy retirement. We believe positive outcomes do not happen by chance; rather, they are a result of working effectively with plan sponsors and employees alike."
The Adolph Group works with sponsors of 401(k) and 403(b) retirement benefit plans, defined benefit pension plans, and qualified and non-qualified equity compensation plans of all types.
Services
We offer a range of services to plan sponsors and participants, including:
- guidance on designing a new plan or converting an existing one
- guidance on implementing new plan features resulting from regulatory changes
- guidance on developing an investment strategy
- guidance in refining investment menus to fit sponsor and participant needs
- access to detailed analytics and investment performance reporting
- educating plan participants—general and targeted group programs
- reviewing plan performance and benchmarking
Special training and focus
Both William Adolph and J. Norman Deitrich have earned the designation of Retirement Benefits Consultant, a credential reserved for a select group of highly qualified Merrill financial advisors. The designation allows them to work directly with benefit plans of all types and all sizes and bring a deeper level of service and support to plan sponsor clients. In addition, Bill holds the Certified 401(k) Professional (C(k)P®) designation, an elite designation obtained through The Retirement Advisor University, Inc. after completing the educational component at the University of California, Los Angeles' (UCLA) Anderson School of Business.
*C(k)P® and Certified 401(k) Professional is a registered trademark of The Retirement Advisor University, Inc.
CKP®, CPFA™, CRPC™
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.
