In 1991, investment advice for individuals primarily consisted of a sales-based relationship with a brokerage firm or a proprietary, beat-the-market type strategy from a money manager. That was when former tennis pro Dan Goldie saw a better way. He created a business that was aligned with clients and built portfolios based on investing science.
This idea was big.
Hundreds of firms now follow a similar approach, we currently manage $720 million for more than 300 clients around the country, and Dan has become a well-known and influential figure in the industry. He has also coauthored two books on investing, including the #1 New York Times bestseller, The Investment Answer, with Gordon Murray, now published in eight languages worldwide.
Don’t continue worrying about your money. You don’t have to go it alone or work with an advisor you don’t trust. Contact us today and let us show you a better way.
as of 09/30/2017
As an independently owned and operated business, our allegiance is solely to you. We are not owned by or affiliated with any other entity, so our advice and creativity is unconstrained.
We have advised hundreds of investors over the last 25 years, written two books on investing, and been frequently recognized as one of the top financial advisors in the United States.
Because we are an SEC Registered Investment Adviser, we have a legal, fiduciary duty to put your interests first. We always act in the best interests of our clients.
Our personalized advice is not limited to investing. We also provide complete personal financial planning to help you and your family make smart overall decisions with your money.
It is our passion to work together with you to solve your financial problems. We are trusted advisors and educators, and do not sell any financial products.
We outsource all administrative activities to allow us to focus exclusively on your needs. We do not have employees to distract us from that primary duty.
We prudently manage your investment assets using proven, time-tested strategies, and help you simplify and organize your financial life. We want you to have peace of mind now and in the future.
Our priority is to be available when you need us, both in person, over the phone, and electronically, to provide you with timely advice and respond promptly to your needs.
We are an independent investment advisory and financial planning firm working exclusively with individuals and families. We work hard to simplify your financial life, optimize your investments, and organize your personal finances.
Our mission is to be your trusted advisor for all aspects of your financial life. We take the time to develop a detailed understanding of your specific circumstances and objectives, and develop and implement a plan to achieve your goals and give you the confidence of having a secure financial future.
Our values are steadfast. We are dedicated to serving our clients with integrity and are committed to the following principles:
As a fully independent advisor, we are not restricted to any investment product or service, and have a legal fiduciary duty to our clients. We are educators and advisors, not salespeople, and proud that many of our clients tell us the best part of working with us is that they no longer worry about their money.
When Wall Street veteran Gordon Murray told his good friend and financial advisor, Dan Goldie, that he had only six months to live, Dan responded, “Do you want to write that book you’ve always wanted to do?”
The result is this eminently valuable primer, which can be read and understood in one sitting, and has timeless advice that benefits you, not Wall Street and the rest of the traditional financial services industry. The Investment Answer will change the way you think about investing.
Jargon-free and written for all investors—experienced, beginner, and everyone in between—The Investment Answer distills the process into just five decisions—five straightforward choices that can lead to safe and sound ways to manage your finances.
Goldie and Murray’s inspired collaboration is the one—and only—book you need to have a successful investment experience. Now published in multiple languages and used by hundreds of financial advisors around the globe to educate their clients.