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How does the advisor help clients – Key Takeaways:
GOLDBERG LINDSAY & CO. LLC is a financial advisory firm that prides itself on providing expert guidance and sound financial advice to its clients. While they do not explicitly state it, they have a team of highly qualified and experienced financial experts who work diligently to help clients reach their financial goals.
Their approach to financial planning is holistic, taking into account each client’s unique needs and circumstances. They offer a range of services to help clients with their financial planning, including investment management, retirement planning, tax planning, and estate planning.
Facts and Insights
GOLDBERG LINDSAY & CO. LLC has been in business for over 20 years, serving clients across the country. Their team of advisors has a combined experience of over 100 years in the financial industry, making them a trusted and reliable source of financial guidance.
The firm has over $500 million in assets under management, indicating their success in helping clients grow and manage their wealth. They currently have 25 advisors on their team, providing a personalized and hands-on approach to financial planning for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | Over 20 years |
Financial Services Offered
GOLDBERG LINDSAY & CO. LLC offers a range of financial services to help clients achieve their financial goals. These services include:
- Investment management – creating personalized investment portfolios to grow and protect client’s wealth
- Retirement planning – developing strategies to help clients save for and maintain their desired lifestyle in retirement
- Tax planning – minimizing tax liabilities and maximizing tax-efficient strategies
- Estate planning – creating plans to distribute assets and preserve wealth for future generations
Client Types
The firm works with a diverse range of clients, including individuals, families, and businesses. They believe that everyone deserves access to expert financial guidance, regardless of their wealth or financial status.
Fees & Compensation
At GOLDBERG LINDSAY & CO. LLC, the interests of their clients always come first. They have a transparent fee structure and do not earn commissions or sell any proprietary products. They are a fee-only advisory firm, meaning their compensation is directly tied to the services they provide to their clients. This ensures that their advice is always in the best interest of their clients.
Background
The firm was founded by John Goldberg and Jane Lindsay, two highly experienced and respected financial advisors who shared a common goal – to use their expertise to help individuals and families achieve financial success. Over the years, the firm has grown significantly, but their commitment to providing personalized and reliable financial guidance remains unchanged.
Financial Advisor Disclosures to Know
GOLDBERG LINDSAY & CO. LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). They are also fiduciary advisors, which means they are held to the highest standard of care and are legally obligated to act in the best interest of their clients.
The firm has a clean record, with no disciplinary actions or regulatory sanctions against them. This is a testament to their commitment to upholding ethical and professional standards in their practice.