A complete list of active advisors currently associated with Invest with a Goal

Warmer can help you find a great advisor at Invest with a Goal or one who fits your needs even better.

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.

To learn more about the advisors currently working at Invest with a Goal, 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.