Not Just Investments.
Financial Control.
GoalVest Advisory is a boutique wealth advisory firm dedicated to providing a personalized and hands-on approach tailored to high-net-worth clients. Our mission is to help you navigate the intricate aspects of your wealth management journey. As a fee-only, SEC-registered investment advisor (RIA), our services are solely focused on your best interests.
We understand that managing wealth is complex. That's why we work closely with you to address every facet of your financial portfolio. Our team of experienced professionals takes pride in our fiduciary duty, ensuring that your goals remain at the forefront of all our work.
With our holistic approach, we consider your unique circumstances, aspirations, and risk tolerance to develop a comprehensive wealth management strategy. Backed by decades of investment expertise, meticulous research, and a vast professional network, we empower you to feel confident and in control of your future. We build innovative, individualized, and institutional-caliber portfolios for individual clients, corporations, and financial advisors.
Our clients are nationwide. Partner with GoalVest Advisory and experience the personalized attention, unbiased advice, and expert guidance you deserve for achieving your financial goals.
Experienced LeadershiP
Sevasti Balafas is the Founder and CEO of GoalVest Advisory, a New York City-based wealth management firm with nearly $650 million in assets under management. With more than 20 years of industry experience, she specializes in building tailored portfolios for high-net-worth individuals. 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.
Under her leadership, GoalVest has earned national recognition: named to InvestmentNews’ “Hot List 2024,” “Best Financial Advisors 2024” by USA Today and featured among Newsweek’s “America’s Top Financial Advisory Firms 2025.”*
An MBA graduate from the Wharton School and a Babson College alumna with a BS in Quantitative Methods, she also holds the CFA® and CPWA® designations. 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 and Bloomberg Radio she offers market commentary as well as financial and estate planning insights.
Ms. Balafas founded GoalVest with a specific mission in mind: 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.
*InvestmentNews, December 17, 2024; Newsweek November 25, 2024; USA Today June 2024
WHY GOALVEST
Experienced Team
With our seasoned team, we bring a wealth of experience navigating market cycles and economic shifts. We have successfully guided clients through market ups and downs, allowing us to proactively position your wealth plan to adapt to changing circumstances.
your best interest,
always
As fiduciaries and your personal advocates, we prioritize your best interests above all else. We are not bound to any firm's products or biased research. Our commitment is to utilize the best investment options available to you.
SEEING YOUR FULL
FINANCIAL PICTURE
We firmly believe in a comprehensive approach that combines actionable advice on tax mitigation, estate planning, and financial life planning with top-quality investment management. By considering your entire financial landscape, we provide holistic guidance that covers all aspects of your financial well-being.
ACHIEVING YOUR
FINANCIAL GOALS
We want you to reach your financial goals. Through meticulous financial planning and effective investment management, we work alongside you to stay on track over the long term. Together, we harness the power of strategic financial planning to secure your financial future.
personal advice from industry professionals
Sevasti Balafas
CFA, CPWA
CEO & Founder
DAVID ABELLA
CFA
Director of Investments
BLAIR COHEN
Head of Private Investments
BRADEN DEFORGE
CFP®
Wealth Management Associate
Ashwini patil
Head of Trading
Chen LI
CFA
Investment Research Associate
harry martin
Senior Investment Consultant
suzanne collins
Marketing