# Goodman Advisory Group

Goodman Advisory Group is a Bank / Wealth / Trust based in Needham, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Needham, United States
- **Region:** North America
- **Address:** Needham, MA, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** goodmanadvisorygroup.com
- **LinkedIn:** https://www.linkedin.com/company/goodman-advisory-group-llc

## Regulatory record

- **CRD number:** 285637
- **SEC file number:** 801-108671
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-12T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285637

## About

Founded in 2009, Goodman Advisory Group is a Needham, Massachusetts-based wealth manager that provides integrated investment advisory services. The firm serves individuals, high-net-worth individuals, trusts, and businesses, combining portfolio management with financial planning and retirement planning under one roof. Its client roster spans local families and business owners who delegate both asset allocation and long-term planning to the firm. Goodman Advisory Group operates as a generalist wealth manager. Its service model wraps investment management around broader financial planning needs — retirement planning, trust administration, and business advisory — rather than specializing in a narrow asset class. The firm's geographic concentration is New England, with Needham and the Greater Boston area forming its natural client catchment. No specific minimum account size or AUM figure has been publicly disclosed. Team size and leadership remain unpublicized, consistent with a boutique wealth-management practice that relies on personal relationships and local referrals rather than institutional marketing. The firm maintains no separate real-asset arm, philanthropic foundation, or club-style co-investment vehicle known to public records. There is no publicly reported hiring, rebranding, or structural event in the last 24 months. Unlike multi-family offices or RIA platforms that aggregate hundreds of advisors, Goodman Advisory Group appears structured as a compact, principal-led shop where investment and planning sit inside the same entity — not siloed into separate divisions or outsourced to third-party TAMPs. This architecture suits a client base that values continuity and a single point of contact across both portfolio construction and life-stage planning.

## Questions

### How does Goodman Advisory Group construct portfolios?

The firm's service model integrates investment management with financial planning and retirement planning. Specific asset-class allocations, manager-selection criteria, or use of third-party model portfolios have not been publicly detailed.

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Last updated: 2026-06-03T20:00:00.000Z

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