A complete list of active advisors currently associated with Goodman Advisory Group, LLC

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

Goodman Advisory Group serves individuals, high‑net‑worth clients, trusts, estates, charitable organizations, retirement plans and businesses with discretionary portfolio management and a range of financial planning and consulting services. The firm develops client‑specific investment strategies, constructs strategic asset allocations, and implements portfolios using internal management or selected independent managers. The investment approach is primarily long‑term and combines fundamental, technical and behavioral analysis, with regular monitoring and rebalancing tied to client goals and market developments. Although the firm does not employ margin as a routine trading strategy, it discloses that it may use borrowing in separately managed accounts to meet liquidity needs or maintain flexibility in certain positions. Distinctive features include sponsorship of a wrap fee program that bundles securities transaction costs into an asset‑based advisory fee while acting as the program’s portfolio manager, a structure that is less common among peer team firms. Several advisory personnel also maintain broker‑dealer and insurance licenses and the firm conducts educational seminars and workshops (often on retirement planning, frequently on a volunteer basis); Goodman Advisory Group discloses these activities and describes policies intended to mitigate related conflicts, such as not charging ongoing advisory fees for assets implemented in advisors’ separate capacities.

To learn more about the advisors currently working at Goodman 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.