Invest with a Goal

Invest With A Goal is an independent, single-advisor advisory business that offers ongoing portfolio management, one-time financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, trusts, small businesses, nonprofits, and employer-sponsored retirement plans. The firm also provides participant-level administrative support and educational services for plan participants in SIMPLE IRAs and Solo 401(k) arrangements.

The firm documents client objectives and risk tolerances in Investment Policy Statements and uses a mix of analytical methods — including fundamental, cyclical, quantitative, technical analysis, and modern portfolio theory — to pursue long-term investment strategies and model allocation guidance. Model portfolios and allocation guidance are provided largely for educational purposes; participants retain responsibility for investment decisions unless they enter into a separate written advisory agreement for individualized management.

Noteworthy features include the firm’s operation as a CPA/accounting practice under the same corporate entity, the explicit focus on retirement-plan consulting and participant education (an institutional-service offering that is uncommon among solo independent RIAs), and the use of flat per-participant subscription‑style charges for participant services in addition to more typical AUM billing. The brochure also reports zero assets under management and no advisory clients as of its most recent filing, which suggests the advisory business is early-stage and closely integrated with its tax/accounting services.