A complete list of active advisors currently associated with Goldfarb Wealth Advisors

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

Goldfarb Wealth Advisors provides personalized investment advisory and financial planning services to individuals, families, trusts, estates and small businesses. As of December 31, 2025 the sole advisor manages approximately $52 million across 54 accounts on a discretionary basis, with client assets held at Charles Schwab, and the firm also offers one‑time financial consulting engagements. The firm’s investment approach is grounded in modern portfolio theory and academic research, emphasizing globally diversified, low‑cost mutual funds and ETFs with a long‑term buy‑and‑hold orientation. Portfolios are periodically rebalanced, may incorporate a Fama‑French style tilt toward value, small‑cap and persistently profitable stocks, and the adviser may recommend tax‑aware actions such as year‑end loss harvesting when appropriate. Noteworthy features include a fee model based on a fixed annual retainer rather than the more common percentage‑of‑assets billing found at many independent firms, and a stated fee‑only policy with no commissions or product sales. The practice is a solo operation led by an advisor with advanced business and engineering degrees and a background in large‑bank analytics, which the brochure cites as informing its use of quantitative research and software in portfolio design.

To learn more about the advisors currently working at Goldfarb Wealth Advisors, 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.