The Goldman Group

Merrill Lynch Wealth Management
470 Norristown Road
Suite 101
Blue Bell, PA 19422
(484) 530-5312
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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
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
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"

Meet Our Team
Adam Goldman,

CDFA®,CIMA®,CPFA™,CRPC™

Managing Director, Wealth Management Advisor
484.530.5312
Margaret C Ritter
Officer, Registered Senior Wealth Management Client Associate
484.530.5331
Avery Butler,

CFP®

Registered Wealth Management Client Associate
610.834.3504
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.

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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.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.