Gregory Goodman, CFP®, CIMA®, CRPC™

Forbes "Best-in-State Wealth Advisors" - Apr 2025 Named to the 2025 Forbes "Best-in-State Wealth Advisors" list. Published on April 8, 2025. Rankings based on data as of June 30, 2024.*2025 Forbes "Best-in-State Wealth Advisors" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment… Show more Named to the 2025 Forbes "Best-in-State Wealth Advisors" list. Published on April 8, 2025. Rankings based on data as of June 30, 2024.*2025 Forbes "Best-in-State Wealth Advisors" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Show less

Forbes "Best-in-State Next Generation Wealth Advisors" - Sep 2019 Gregory Goodman was named to the Forbes "Best-in-State Next-Generation Wealth Advisors" list* as published in the September 2019 issue of Forbes.*Source: The Forbes "Best-in-State Next-Generation Wealth Advisors" list, published on September 4, 2019. Rankings based on data as ofMarch 31, 2019.Forbes "Best-in-State Next-Generation Wealth Advisors" list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum 4 years… Show more Gregory Goodman was named to the Forbes "Best-in-State Next-Generation Wealth Advisors" list* as published in the September 2019 issue of Forbes.*Source: The Forbes "Best-in-State Next-Generation Wealth Advisors" list, published on September 4, 2019. Rankings based on data as ofMarch 31, 2019.Forbes "Best-in-State Next-Generation Wealth Advisors" list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client's experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor. Show less