Meet Sevasti Balafas
Founder and CEO of GoalVest Advisory, a top New York City - based wealth management firm with nearly $800 million in assets under management. More than two decades building tailored portfolios for high-net-worth clients.
Based in New York | Est. 2017 | SEC-Registered RIA
Sevasti on her path from Wharton to Wall Street, and why she founded GoalVest.
About Sevasti
Ms. Balafas specializes in building tailored portfolios for high-net-worth individuals with over $2M in assets, blending personalized wealth management with institutional-grade investment access typically reserved for family offices.
Sevasti Balafas is the Founder and CEO of GoalVest Advisory, a New York City - based wealth management firm with nearly $800 million in assets under management. With more than 20 years of industry experience, she specializes in building portfolios for high-net-worth individuals.
Her clients are typically executives managing equity compensation packages, concentrated stock positions, or the financial complexity that follows a significant liquidity event.
20+
Years of Experience
“You don’t build wealth by saving what’s left - you build it by investing first and letting systems and sound planning do the work.”
Before launching GoalVest in 2017, Ms. Balafas managed over $4 billion in client assets at a global investment bank. She also served as a portfolio manager supporting more than 150 independent financial advisors nationwide, and over the course of her career has worked directly with more than 700 families to align their portfolios with their goals, risk appetite, tax situations, and cash-flow needs.
Ms. Balafas founded GoalVest with a specific mission: to democratize access to sophisticated, institutional-quality investment offerings - such as venture capital and structured notes - for high-net-worth clients, without the traditional barriers of family offices. Under her direction, the firm blends personalized wealth management with robust institutional-grade investment options, challenging legacy norms in the wealth management space.
Ms. Balafas is deeply committed to elevating financial literacy and accessibility. As a frequent contributor to Kiplinger Personal Finance and Barron's, and a recurring guest on CNBC's Worldwide Exchange, Fox Business, and Bloomberg Radio, she offers market commentary alongside financial- and estate-planning insights.
Sevasti on AI stocks and Nvidia's outlook, live on Fox Business.
HOW WE WORK
✓ GoalVest works with clients starting at $2 million in investable assets.
✓ Engagements begin with a 30-minute conversation.
✓ From there, we build a financial picture that covers your investments, tax exposure, equity compensation, and long-term goals.
✓ Most clients are executives or families navigating complexity that basic planning tools weren't built for.
~$800M
Assets Under Management
70+
Client Families
$4B+
Total Assets Managed
Education
MBA, The Wharton School, University of Pennsylvania
BS, Quantitative Methods, Babson College
Designations
Chartered Financial Analyst (CFA®)
Based
New York, NY
33 W 60th Street, Floor 2
Clients
Nationwide · HNW & UHNW individuals, families, and corporations
Work With Sevasti
If you're managing equity compensation, a concentrated stock position, or the complexity that follows a liquidity event, the starting point is a 30-minute conversation. GoalVest works with clients starting at $2 million in investable assets, nationwide.