GoalVest Advisory

Investment advisory services offered through GoalVest Advisory LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.

* Disclosure: Awards, rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that a client or prospective client will experience a certain level of results if any of the identified companies is engaged, nor should it be construed as a current or past endorsement by any of its clients.

Ratings prepared by Statista for USA Today were calculated and tabulated based upon a scoring model that includes client and peer recommendations and AUM development. This rating was given on April 15, 2026. Based on 30,000 survey results, a score was calculated for each firm by equally weighting the recommendations from all three target groups: clients, industry experts, and financial advisors. An AUM development score was calculated by combining short- and long-term trends, with short-term development measured over the twelve-month period from January 2025 to January 2026 and long-term over the five- year period from 2021 to 2026 using a 30/70 weighting.

There is no fee required to be considered for the award, but GoalVest may be required by the unaffiliated rating service or publication to pay a fee to license the award or sponsor events in connection with the receipt of the award or ranking.

NOT JUST INVESTMENTS. FINANCIAL CONTROL.

NOT JUST INVESTMENTS.
FINANCIAL CONTROL.