A complete list of active advisors currently associated with Goodman Asset Management, Inc.

Warmer can help you find a great advisor at Goodman Asset Management, Inc. or one who fits your needs even better.

The firm provides personalized, fee-only financial planning and investment management to individuals, trusts, and estates, documenting goals in investment policy statements and conducting periodic reviews. It manages about $33.6 million across a small roster of clients and does not accept commissions or act as custodian. The investment approach emphasizes fundamental analysis and strategic asset allocation using mutual funds/ETFs, bond funds, U.S. government obligations and CDs, with broadly diversified, buy-and-hold portfolios tailored to each client. Advice is delivered on a non-discretionary basis—clients retain final trading authority—and accounts are reviewed at least annually or when client circumstances change. What distinguishes the firm from many peers is its affiliation with a practicing accounting operation: the principal also provides separate CPA and tax-related services and allocates a portion of professional time to accounting work, with any such engagements billed separately from advisory services. The firm’s practice is also notable for managing all client assets on a non-discretionary basis and using an institutional custodian arrangement that provides access to no-load funds and custody services without commission arrangements.

To learn more about the advisors currently working at Goodman Asset Management, Inc., 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.