Goalpost Wealth Management, LLC

Overview

Goalpost Wealth Management, LLC is a recently established limited liability company that registered with the SEC in 2026 and positions itself as a fee-based wealth manager. The firm lists core activities that include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. It identifies itself as a capital allocator, which, together with the selection-of-advisers activity, suggests an emphasis on using third‑party managers or outsourcing discretionary mandates rather than relying exclusively on internally managed strategies. Goalpost operates on a percentage-of-assets-under-management fee model. The firm is not flagged as an active ESG investor and is not described as a multistate adviser. The snapshot characterizes the adviser as newly formed and unclassified, which limits visibility into target client segments, investment styles, or product mix beyond the listed advisory services.

Assets & Accounts