Goal Wealth Advisory Group, LLC

Overview

Goal Wealth Advisory Group, LLC operates as a small, client-focused registered advisory practice that combines financial planning with discretionary portfolio management for individuals, families and small businesses. The firm acts as a registered representative of a broker‑dealer and charges clients either a percentage of assets under management or fixed fees, which aligns with a fee-driven advisory model rather than commission‑first brokerage. Investment activity is concentrated on equity exposure: filings show the firm places nearly all client assets into exchange‑traded equities, reflecting a clear preference for liquid, marketable instruments and equity-centric portfolios. The firm does not classify itself as an active ESG investor and is not structured as a multi‑state advisory platform or a capital allocator to third‑party managers. Goal Wealth Advisory Group structures client relationships around personalized planning and portfolio oversight. Given the small client base and full discretionary assets reported, the firm appears to prioritize hands‑on portfolio management and ongoing advice rather than broad institutional product distribution or outsourced manager-of-managers models.

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Location & Offices