A complete list of active advisors currently associated with Goldstein Advisors, LLC

Warmer can help you find a great advisor at Goldstein Advisors, LLC or one who fits your needs even better.

Goldstein Advisors, LLC provides investment advisory and related services to individuals (including high net worth clients), pension and profit-sharing plans, charitable organizations, and businesses, managing roughly $1.08 billion in discretionary client assets for about 1,069 clients through a team of ten advisors. Services described in the brochure include discretionary portfolio management, financial planning, pension consulting, and, as of the latest amendment, tax preparation and consulting offered under a separate engagement. The firm typically uses tailored, discretionary strategies and model portfolios that span conservative to aggressive risk profiles, may engage sub-advisers for portions of client accounts, and discloses an arrangement that gives it access to BlackRock funds as a result of scale. Custodial and brokerage practices are described in the brochure (the firm routinely directs trades to Charles Schwab) and the firm notes household aggregation for fee breakpoint calculations and ongoing account monitoring with at least annual reviews. Goldstein is part of a broader corporate group (owned by Bluespring Wealth Partners, an indirect subsidiary of Kingfisher) that the brochure identifies as including other registered investment advisers, broker-dealers, insurance agencies and a trust company, and it discloses related conflicts arising from those affiliations (including that certain advisory personnel are registered representatives and insurance agents). The firm’s disclosures also address marketing and performance-related materials and outside ratings, and describe operational features that are less common among peers — for example, the recent addition of tax preparation services, the use of standing letters of authorization for third‑party wire transfers, and the explicit discussion of affiliate relationships and potential conflicts in its Form ADV.

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