At Goodman Financial, we don’t drop the ball. We have been fiduciaries since day one, meaning that we have an obligation to provide investment advice in our clients’ best interests; and, we owe our clients a duty of undivided loyalty and utmost good faith. We listen to you carefully to understand your particular goals and needs so we can personalize our investment approach to your unique situation. This tailored approach to determining and delivering the appropriate investment framework for each client and our prudent portfolio management are the cornerstones of our company.
(as of 12/31/21)
Whether you’re interested in saving for retirement, multi-generational wealth accumulation and planning, taking tax-efficient distributions to fund retirement, or have won the lottery or come into unexpected wealth, we can meet your financial advisory and investment needs. We will develop a portfolio appropriate for your situation that positions your assets to meet your unique needs and goals.
We’re prepared to serve institutional clients such as nonprofits, pension funds, foundations, endowments and associations. We apply the same personalized approach to our institutional clients as we do to our individual clients. We focus on your investments so you can focus on your mission.
Our goal is to meet the sophisticated financial needs of clients through prudent and personalized money management and financial advisory services. We present advice and solutions tailored to the unique needs of each client.
We maintain high ethical standards to ensure that all investment decisions are made with the client’s best interest as our top priority.
