A complete list of active advisors currently associated with Tammy Goodman Financial, LLC

Warmer can help you find a great advisor at Tammy Goodman Financial, LLC or one who fits your needs even better.

The firm serves individual clients and provides integrated financial planning, discretionary investment management (investment management is offered only in combination with ongoing integrated planning), and consulting services to businesses and other financial advisors on executive compensation and related workplace benefits. It operates on a fee-only basis and does not accept sales commissions from third parties. The firm’s investment approach is grounded in Modern Portfolio Theory and generally favors passive, low-turnover strategies (index mutual funds and ETFs) with portfolios constructed to match an individual client’s risk tolerance and time horizon; an Investment Policy Statement is created for each managed account and the firm typically requests discretionary trading authority. Client accounts are reviewed at least quarterly, custody and trade execution are handled through independent custodians, and clients receive custodial statements rather than separate firm-prepared performance reports. What is distinctive is the principal’s depth of experience in executive compensation and tax credentials (including CFP, EA, and executive compensation certification), which supports the firm’s offering of consulting to employers and other advisors on compensation program design and related financial planning topics — services not commonly offered by firms of this size. The firm also manages roughly $6.85 million in client assets across a very small number of client relationships, reflecting a concentrated, advisory-focused practice that accepts limited-scope and hourly consulting engagements in addition to ongoing planning relationships.

To learn more about the advisors currently working at Tammy Goodman Financial, 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.