Insight Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$22,738,136
Clients
15
Advisors
2
of 2 employees
About
The firm works with individual investors (including high‑net‑worth clients), trusts, retirement accounts and other entities, managing a small, discretionary client roster of under 20 relationships and roughly $25 million in assets. It offers a boutique wealth management service alongside a separately described bond trading program.
For wealth management the firm uses a mix of fundamental and technical analysis across stocks, ETFs, mutual funds and bonds, tailoring portfolios to client time horizon, risk tolerance and cash flow needs. The bond program — the "20:20 Bond Strategy" — is actively traded, generally in no‑load bond mutual funds with high turnover (positions often held no more than two weeks), no leverage, and uniform trading across client accounts.
Distinctive features include the firm’s explicit short‑term market‑timing approach in the 20:20 Bond Strategy and its practice of comparing that strategy’s performance to named intermediate‑term bond funds (Pimco Total Return and DoubleLine Total Return) in its disclosure materials. The firm’s brochure also discloses past regulatory matters from the 1990s that led to procedural changes and settlements (described as technical and without admissions), a record the firm includes in its regulatory disclosures.
Client services
Expertise
Fee options
$0 - $2,000,000: 0.65% $2,000,000+: 0.25%
Account minimum: $1,000,000 unless Insight Financial permits a lower minimum
Main office
Richmond VA
Advisors at this office
2
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jeffrey G
Series 63, Series 65
Richmond, VA
Insight Financial, Inc.
Jeffrey Goodstein is a financial advisor at Insight Financial, Inc. in Richmond, VA, with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Insight Financial since 1999. Insight Financial serves individual investors, including high-net-worth clients, trusts, and retirement accounts, managing a small, discretionary client roster with approximately $25 million in assets. The firm combines fundamental and technical analysis to tailor portfolios and offers a unique short-term, actively traded bond strategy known as the 20:20 Bond Strategy.
Henry G
Series 65
Richmond, VA
Insight Financial, Inc.
Henry Goodstein is a financial advisor at Insight Financial, Inc. in Richmond, VA, holding a Series 65 designation with 13 years of industry experience. He has been with Insight Financial since 2012. The firm serves individual investors, high-net-worth clients, trusts, and retirement accounts, managing a small, discretionary client roster of under 20 relationships with approximately $25 million in assets. Insight Financial combines fundamental and technical analysis to tailor portfolios across stocks, ETFs, mutual funds, and bonds, and offers an actively traded bond program known as the "20:20 Bond Strategy" that emphasizes short-term market timing.
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