Founded in 2017 by Sevasti Balafas, GoalVest Advisory is dedicated to empowering clients and helping them enjoy the benefits of their wealth. With a track record of success, Sevasti is a seasoned wealth advisor who instills confidence in her clients.

Sevasti’s impressive career includes managing over $4 billion for high net worth individuals at an investment bank.  Additionally, she served as a portfolio manager that over 150 financial advisors relied on to build portfolios for their clients at another national bank.

As a leader in the investment world, Sevasti stands out as one of the few women in the industry to have her MBA from the prestigious Wharton School. Her credentials also include attaining a CFA and CPWA® along with extensive work experience on Wall Street. Her transition into private practice allows individual investors and select financial advisors access to investment expertise normally reserved for ultra-high net worth clients.