Goldfarb Wealth Advisors

Overview

Goldfarb Wealth Advisors is an independent RIA organized as an LLC and owned by an individual. The practice serves primarily individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Compensation is fee-based, delivered through hourly charges and fixed fees rather than asset-based advisory fees. The adviser does not present itself as a multi-state or pension consultant, is not an active ESG investor, and does not act as a capital allocator. The business emphasis is on simple advisory relationships and planning rather than institutional or wholesale distribution activities.

Assets & Accounts

Investments & Alternatives