A complete list of active advisors currently associated with GoalFusion Wealth Management

Warmer can help you find a great advisor at GoalFusion Wealth Management or one who fits your needs even better.

GoalFusion Wealth Management serves individual and high‑net‑worth clients, as well as trusts, retirement plans and business entities, providing discretionary asset management, financial planning and retirement plan consulting. The firm manages roughly $238 million in discretionary assets for about 300 clients and delivers tailored portfolios alongside written and standalone planning engagements. The firm constructs portfolios from stocks, bonds, ETFs, options and other public and private securities and applies a mix of fundamental, technical, quantitative and sector analysis while maintaining duration targets and periodic rebalancing. Its advisory practice permits the use of margin and options in client accounts and monitors accounts regularly, with investment decisions implemented within client‑agreed objectives and risk tolerances. Distinctive features include an affiliated tax consulting practice (a separately contracted accounting/tax service offered by an affiliated company), a requirement that clients custody assets at Charles Schwab & Co., Inc., and participation in a national lead‑generation/endorsement program (SmartVestor™/Ramsey Solutions). The combination of an affiliated tax service, directed custody requirement, use of leverage in managed accounts, and public endorsement/lead‑generation relationships is less common among similar supported advisory firms.

To learn more about the advisors currently working at GoalFusion Wealth Management, 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.