GoalVest Named as Newsweek Top Advisory Firm 2nd Year in a Row

11/1/2025

Exciting news from GoalVest!

We are proud to announce that Newsweek has named GoalVest Advisory as one of America’s Top Financial Advisory Firms 2026. This marks the second year in a row that we have been recognized along with a 5-star rating.

"Over 16,000 Financial advisories registered with the SEC were analyzed to find the best of the best.

This ranking was built on a shortlist of firms with more than $20 million assets under management, at least three wealth advisers, a minimum of five individual clients and at least two years of SEC registration. These companies were then evaluated on asset performance, client performance, adviser expertise and client ratio, breadth of service offerings and conflicts of interest. Firms included in this ranking are 401K Investment Professionals, Alexander Capital Wealth Management, Beacon Pointe Advisors, Custos Family Office and Seaview Investment Managers."

Full rankings and methodology here: https://rankings.newsweek.com/americas-top-financial-advisory-firms-2026

Disclaimer

GoalVest Advisory is a SEC registered investment adviser. Information presented is for educational purposes only intended for a broad audience. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. GoalVest Advisory has reasonable belief that this marketing does not include any false or material misleading statements or omissions of facts regarding services, investment, or client experience. GoalVest Advisory has reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to Form ADV Part 2A the adviser’s ADV Part 2A for material risks disclosures. Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, nature and timing of the investments and relevant constraints of the investment. GoalVest Advisory has presented information in a fair and balanced manner. GoalVest Advisory is not giving tax, legal or accounting advice, consult a professional tax or legal representative if needed.