No spam. Just professional insights to help you sell smart.
Whether you’re pre-exit, post-sale, or actively growing a lifestyle business, a 15-minute call is all it takes to see if we’re a good fit for each other.
As a chronic entrepreneur, I can safely say that we operate on a different wavelength than most. Risk is more exhilarating than intimidating, “good enough” is never actually good enough, and not being in charge sounds dreadfully boring.
The truth is, the financial industry generally caters to W-2 employees. But you operate in a larger body of water than they do, alongside bigger ships, and you need a guide who can help you maneuver stronger waves—with the wisdom of an advisor and the spirit of an entrepreneur.
As a chronic entrepreneur, I can safely say that we operate on a different wavelength than most. Risk is more exhilarating than intimidating, “good enough” is never actually good enough, and not being in charge sounds dreadfully boring.
The truth is, the financial industry generally caters to W-2 employees. But you operate in a larger body of water than they do, alongside bigger ships, and you need a guide who can help you maneuver stronger waves—with the wisdom of an advisor and the spirit of an entrepreneur.
I lead Goldfin Group, a wealth management firm just for entrepreneurs. Everything we do is an attempt to protect your assets, enhance your wealth, and open doors for fresh entrepreneurial pursuits.
We can jump in at any stage of the entrepreneurial
journey, including:
We can jump in at any stage of the entrepreneurial journey, including:
Not everyone is a W2 employee with a generic 401k. That’s why, as a wealth management firm just for entrepreneurs, we help you uncover the straightest path to the life you want.
Not everyone is a W2 employee with a generic 401k. That’s why, as a wealth management firm just for entrepreneurs, we help you uncover the straightest path to the life you want.
When it comes to the sale of your company, you don’t want to look back with regret. We help you plan for your preferred deal, then figure out what’s next for life.
When it comes to the sale of your company, you don’t want to look back with regret. We help you plan for your preferred deal, then figure out what’s next for life.
Earning a lot of money all at once can create as many problems as it solves. We help you answer, “What’s all this for?” then go after what you uncover with wisdom and purpose.
Earning a lot of money all at once can create as many problems as it solves. We help you answer, “What’s all this for?” then go after what you uncover with wisdom and purpose.
I’d love to learn more about your work. Click “Let’s Talk” to grab a time on my calendar for a short intro call. If you want to keep the conversation going, we’ll schedule time for me to learn a lot more about your circumstances and goals. By the third time we talk, I’ll recommend a more detailed path forward.
At no point in these calls will you commit to our services. In fact, even as our client, there are no contract periods. Your money is your money, so if we’ve not lived up to your expectations, we’ll make it right.
I’d love to learn more about your work. Click “Let’s Talk” to grab a time on my calendar for a short intro call. If you want to keep the conversation going, we’ll schedule time for me to learn a lot more about your circumstances and goals. By the third time we talk, I’ll recommend a more detailed path forward.
At no point in these calls will you commit to our services. In fact, even as our client, there are no contract periods. Your money is your money, so if we’ve not lived up to your expectations, we’ll make it right.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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