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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: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
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!
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.
November 13, 2025
Please join us on November 18th @ 12pm Eastern
Please join us for our Fourth Quarter Update with Horizon Kinetics on November 18th at 12pm Eastern.
We will be discussing: Horizon's strategy, 2026 outlook & cryptocurrency.
Don't hesitate to reach out with any questions & share the link with someone who may be interested.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
January Investment Perspectives
In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.
Outlook 2026
Outlook 2026 offers the Janney Investment Strategy Group’s baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications in the New Year.
5 Simple Steps to Prepare for Tax Filing
Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.
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.