A complete list of active advisors currently associated with Goodrich Financial Group, LLC
Warmer can help you find a great advisor at Goodrich Financial Group, LLC or one who fits your needs even better.
Goodrich Financial Group, LLC is a state-registered investment adviser that provides discretionary investment supervisory services and model portfolio management to individual clients, including high‑net‑worth individuals, and to certain business clients. As of 12/31/2025 the firm reported managing approximately $14,060,000 across 11 client accounts and offers continuous portfolio oversight and quarterly reporting. The firm employs a broad set of analytical methods — including charting, fundamental, technical, cyclical, quantitative, and qualitative analysis — and implements strategies ranging from long‑ and short‑term purchases to option writing (covered calls and spreads) and margin transactions when consistent with client objectives. Model portfolios are managed to the model’s stated goal rather than tailored security‑by‑security to each client, though clients may impose reasonable investment restrictions and the adviser typically exercises discretionary trading authority. Notable features in the brochure include the firm’s small practice size with a limited number of client relationships (resulting in relatively large average account sizes), a policy of executing client trades separately rather than routinely batching orders, and participation in Charles Schwab’s institutional program (through which the firm receives additional custodial and research-related services). The firm also discloses specific conflicts‑of‑interest safeguards — such as prohibitions on principal and agency‑cross transactions and prior approval requirements for IPOs and private placements — in its Code of Ethics.
To learn more about the advisors currently working at Goodrich Financial 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.
Name |
Location |
Years of experience |
|---|---|---|
Escondido, CA
| 25
|
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