We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.
The Rohr Group
The Rohr Group is a leading wealth management team with 2 locations: Philadelphia and Wayne, Pennsylvania. We focus on Tax Minimization Strategies, Fees, and Risk for ultra-affluent individuals and families to manage their wealth through multiple generations using a family office approach. Overseeing more than $3.9 billion in client assets and liabilities as of February 25, 2020 we offer the intimacy and attentiveness of a boutique firm bolstered by the global resources and proven capabilities of Merrill and Bank of America.
Peter A. Rohr has received numerous national accolades:
* From Forbes: 2018-2020 "Best-in-State Wealth Advisors"
* From Barron's: "Top 100 Financial Advisors in America" from 2010 to 2019 consecutively and #1 in PA for 2018-2019
* From The Financial Times: "Top 400 Advisors" from 2016 to 2019 consecutively
* From Registered Rep Magazine: "Top 100 Wirehouse Advisors in America" in 2015 and 2016
* From Forbes: "Top Wealth Advisors" in 2016 to 2019 consecutively
*Source: Barron's "Top 100 Financial Advisors" list, April 20, 2019. For more information about the selection criteria, go to http://details-he.re/nRnrmS. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.
*Source: The Financial Times "Top 400 Financial Advisers" (FT 400) list, April 18, 2019. For more information about the selection criteria, go to http://details-he.re/YNDTvZ . The Financial Times "Top 400 Financial Advisers" (FT 400) list is an independent listing produced by the Financial Times. All rights reserved.
*Source: Forbes "America's Top Wealth Advisors" list, (September, 2019). For more information about the selection criteria, go to http://details-he.re/7mnoMA . Forbes is a trademark of Forbes Media LLC. All rights reserved.
*Source: WealthManagement Magazine’s “Top 100 Wirehouse Advisors in 2016” list, May 1, 2016. For information about the selection criteria, go to http://details-he.re/YmYuUA. WealthManagement Magazine is a trademark of Penton Media, Inc. All rights reserved.
*Source: The Forbes “Best-in-State Wealth Advisors” list, January 16, 2020. For more information about the selection criteria, go to http://details-he.re/cQUujC . Forbes is a trademark of Forbes Media LLC. All rights reserved.
*The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome. Such rankings should not be construed as an endorsement of the advisor.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
A Commitment to Service
Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your approach as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.