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Our Team
The Goldman Group is a team of highly skilled financial professionals dedicated to providing personalized investment planning and guidance tailored to each client's goals. Our experience lies in crafting customized investment strategies designed to address the unique priorities of every stage of life. However, we specialize in business transition, retirement cash flow planning and comprehensive Financial Planning. Central to our approach is the belief that successful client relationships begin with attentive listening. By understanding your values and highest priority goals, we can design an investment plan to suit your individual needs. Our team has over 50 combined years of experience, and we recognize that each of our clients is unique. Thus, our fundamental philosophy revolves around the ability to customize portfolios to match the specific requirements of each client. We believe that all decisions when it comes to financial planning must be coordinated together as part of the overarching plan. Because of this, we offer a variety of services to best suit the needs of every client and ensure these important decisions are all steppingstones to achieve end goal.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life–we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Event: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Video Library
The Goldman Group Joins Janney
After careful consideration of our vision of what wealth management should be, with the focus on you, our clients, we have made the decision to align our practice with one of the premier wealth management firms in the country, Janney Montgomery Scott, as The Goldman Group of Janney Montgomery Scott.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 03, 2025
Government Shutdown
Despite the government shutdown, our Investment Strategy Group maintains a constructive outlook on the economy and markets, encouraging investors to stay focused on long-term goals.
Click the link to read the latest report.
September 16, 2025
Medicare and Open Enrollment Webinar
We’re excited to welcome back Bill Green of Green Insurance Company, a frequent guest speaker and trusted voice on Medicare. With open enrollment fast approaching, now is the perfect time to learn more about your options and coverage. We’re confident you’ll find Bill’s insights both valuable and timely. We hope you’ll join us.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
2025 Tax Reform: A Look at Key Changes for Individuals and Families
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduces significant changes to the tax code that will impact how you file your 2025 tax returns—and returns for years to come.
2025 Tax Reform: A Look at Key Changes for Businesses
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduced significant changes to the tax code that may impact taxes for you or your business. How will you prepare?
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Office Information
Office hours:
8:30am-4:30pm
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.