INVEST WITH A GOAL

Overview

Invest With A Goal is organized as an "Other" type of advisory firm owned by an individual and classified as unclassified in regulatory summaries. The firm combines accounting services with financial advice: its listed business activity is accountant, and its advisory offerings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and educational seminars or workshops. It does not identify as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. The SEC registration year is not reported. The firm uses a mix of fee arrangements, including percentage-of-AUM, hourly billing, subscription fees, and fixed fees. No specific client base segmentation is provided in public summaries.

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Location & Offices