Goodrich Financial Advisory LLC

Overview

Goodrich Financial Advisory LLC is a small, independent registered investment adviser structured as an LLC and run by an individual owner. The firm positions itself around fee-based financial planning and portfolio management for individuals, families and small business clients. Its practice leans toward direct management of client accounts — with an emphasis on publicly traded equities — supplemented by mutual funds where appropriate. Fee arrangements include asset-based fees, hourly charges and fixed fees, suggesting flexibility for both ongoing advisory relationships and one-off planning engagements. The firm does not report active ESG investing and is not set up as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices