Goldfinch Financial, Inc.

Overview

Goldfinch Financial, Inc. is organized as a corporation that combines insurance brokerage with financial planning services. The firm bills clients on an hourly basis rather than on an asset-fee schedule, and it identifies its owner structure as a mix of a domestic entity and an individual owner. Regulatory and operational descriptors in the provided data classify the adviser as unclassified and indicate it does not act as a capital allocator. The firm does not report activity as an ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. The available information does not specify a client demographic or target market beyond the combination of insurance and planning services.

Assets & Accounts

Investments & Alternatives

Location & Offices