Goalpost Wealth Management, LLC

Overview

Goalpost Wealth Management, LLC is a limited liability company that registered with the SEC in 2026. The firm is owner-operated (individual owner) and is identified as a newly formed, unclassified advisory business that charges clients a percentage-of-AUM fee. Service lines are focused on client-level advice and manager selection: the firm lists financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers among its activities. It also identifies itself as a capital allocator, which, together with the “selection of other advisers” activity, suggests a model that may combine direct portfolio management with allocations to external managers or strategies. The firm does not identify as an active ESG investor and is not described as a multistate adviser in the available data. Public reporting does not show client counts or AUM figures for the firm at this time, consistent with its recent formation and SEC registration.