A complete list of active advisors currently associated with GoalVest Advisory LLC

Warmer can help you find a great advisor at GoalVest Advisory LLC or one who fits your needs even better.

GoalVest Advisory LLC primarily serves high-net-worth individuals and other accounts, including charitable organizations and pooled investment vehicles, offering discretionary portfolio management, financial planning, and subadvisory services. The brochure reports $777.6 million in assets under management and states a typical $2,000,000 minimum for portfolio management (subject to waiver). The firm’s investment process combines fundamental equity research, quantitative analysis, modern portfolio theory and technical analysis to build client Investment Policy Statements and tailored model allocations, and it generally manages accounts on a discretionary basis. GVA describes using long‑term trading, options strategies, and regular portfolio monitoring while documenting client-specific goals, risk tolerance and restrictions in each Investment Policy Statement. Distinctive features noted in the brochure include that GVA sponsors and advises private funds — named GoalVest Pre‑IPO Growth Fund LP I & II and specific SPVs for Dataminr and Klarna — and may receive performance‑based compensation (carried interest) from those Funds while also managing separate client accounts. The firm also discloses arrangements whereby certain team members are registered representatives of an unaffiliated broker‑dealer to facilitate direct private‑company investments, and it describes policies, disclosures and fee arrangements intended to address the resulting conflicts of interest.

To learn more about the advisors currently working at GoalVest Advisory 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.