A complete list of active advisors currently associated with Goal Wealth Advisory Group, LLC
Warmer can help you find a great advisor at Goal Wealth Advisory Group, LLC or one who fits your needs even better.
Goal Wealth Advisory Group, LLC provides investment management, comprehensive financial planning, and employer retirement-plan consulting to individuals (including high-net-worth clients) and nonprofit or charitable organizations. Services include customized investment policy statements, ongoing portfolio supervision, written financial plans, and participant-level education for defined contribution and defined benefit plans. The firm primarily practices passive investment management, constructing portfolios with index mutual funds and exchange-traded funds to capture targeted asset-class exposures, while also using fundamental, technical, and cyclical analysis to evaluate sectors and individual securities. Account construction and monitoring are driven by client objectives, tax considerations, and annual reviews, with clients able to impose reasonable investment restrictions. A distinctive disclosure is the firm’s affiliation with a broker-dealer and that certain principals are licensed to act as registered representatives and to sell life and health insurance, activities that can generate separate transaction-based compensation and create potential conflicts of interest. The firm also recommends Charles Schwab for custody and receives institutional support through Schwab’s platform, and its continuity disclosures state the business would be dissolved if the principal were deceased—points prospective clients may wish to review.
To learn more about the advisors currently working at Goal Wealth Advisory Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Providence, RI
| 9
|
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