Invest with a Goal
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Invest With A Goal, operated under Adi Mahajan CPA PC, serves individuals and high‑net‑worth clients as well as trusts, estates, small businesses, pension and profit‑sharing plans, charitable organizations and non‑profit entities including charter schools. The firm offers ongoing discretionary and non‑discretionary portfolio management, one‑time financial planning engagements, and tax and accounting services provided through the affiliated CPA practice.
The adviser documents client objectives in an Investment Policy Statement and emphasizes long‑term trading while applying a mix of analytical methods, including fundamental, quantitative, technical, cyclical analysis and modern portfolio theory. Accounts are reviewed at least quarterly, and the firm combines asset‑based management with negotiable fee tiers and standalone planning billed via staged progress payments.
Noteworthy aspects include the formal CPA professional‑corporation structure and the explicit disclosure that tax and accounting services are offered through that affiliated entity, which the firm identifies as a potential conflict of interest. The firm also serves institutional‑type clients (pension plans, charities, charter schools) despite being a solo RIA, has no account minimum, and uses progress‑billing milestones for financial plans and negotiable AUM fee arrangements.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Private / alternative investments
Fee options
$0 - $100,000: 1.75% $100,001 - $500,000: Negotiated between 1.25%-1.75% $500,001 - $1,000,000: Negotiated between 1.00%-1.25% Above $1,000,000+: Negotiated between 0.5%-1.00%
Negotiated hourly fee between $250 and $400 per hour
Main office location
Invest with a Goal
800 Park Offices Dr Ste 3318
Research Triangle Park NC 27709, United States
Number of offices
1
Most active in
Invest with a Goal has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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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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
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