G, G, & M Financial Goals

Overview

G, G, & M Financial Goals is a small, independent registered investment adviser operating as a sole proprietorship that focuses on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. It charges a mix of percentage-of-AUM, hourly, and fixed fees, and manages client relationships on a non-discretionary basis. Investment activity is tilted toward equities, with a clear preference for exchange-traded instruments. The firm is not registered as a multi-state adviser and does not identify as an active ESG investor. Given its client and service mix, the firm appears to serve high-net-worth individuals and small-business owners who want tailored planning combined with delegated portfolio implementation under non-discretionary mandates.

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Public Holdings

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Location & Offices