A complete list of active advisors currently associated with Goodrich & Associates, LLC
Warmer can help you find a great advisor at Goodrich & Associates, LLC or one who fits your needs even better.
Goodrich & Associates provides fee‑based personal financial planning and investment advice to individuals, families, small businesses, trusts and estates, and related entities. Services focus on comprehensive financial planning, periodic portfolio reviews, insurance review and procurement, and referrals to other professionals, with investment recommendations available as part of planning engagements. The firm’s investment work relies on fundamental analysis and a strategic asset allocation approach coordinated with a client‑specific Investment Policy Statement, and it constructs tailored portfolios rather than using model portfolios. Services are non‑discretionary, the firm does not custody client assets, and investment transactions are executed through employees who are registered representatives of a broker‑dealer. Notably for a firm in the investment‑manager category, the firm charges flat and hourly fees rather than a percentage‑of‑assets fee and, as of December 31, 2024, does not manage or retain custody of client assets—an arrangement that is uncommon among peers. Employees’ registrations as insurance agents and broker‑dealer representatives mean some compensation for product sales may be received separately, a disclosed potential conflict of interest.
To learn more about the advisors currently working at Goodrich & Associates, 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.
Name |
Location |
Years of experience |
|---|---|---|
Bellingham, WA
| 27
|
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