GOODRICH & ASSOCIATES, LLC

Overview

Goodrich & Associates, LLC operates as a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm’s client-facing work centers on financial planning delivered through hourly and fixed-fee engagements rather than a traditional discretionary, AUM-based advisory model. That fee structure, combined with a designation of “Capital Allocator: No,” indicates the firm does not run pooled funds or act as a multi-manager allocator; instead it arranges investments for clients and may direct clients to third-party managers where appropriate. The firm is not an active ESG investor and is registered to operate within a single state. Its stated advisory activity is financial planning services, which suggests the emphasis is on advice and plan implementation rather than in-house portfolio management or broad institutional consulting.

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Investments & Alternatives

Location & Offices