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FOR PERSONAL INVESTORS

Financial Advisor Services To Help You Live The Life You Want

At Goldman Sachs Personal Financial Management our financial advisors believe it’s not just about money—it’s about your entire life. Money is just fuel for living the life you want, which means something different for each person.

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Financial Advisors Near You

Find your local advisor and plan your financial future. With more than 240 financial advisors across 30 states and 100 offices, we can help you implement a financial plan tailored to your personal goals.

Personal Financial Management Advisors Denver - Cherry Creek, CO

Denver - Cherry Creek
Personal Financial Management Advisors Bethesda - Metro Center, MD

Bethesda - Metro Center
Personal Financial Management Advisors New York, New Jersey, NY

Paramus
Personal Financial Management Advisors Woodlands, TX

The Woodlands
Personal Financial Management Advisors Irving, Dallas, Ross & Blumenthal, TX

Dallas - Ross & Blumenthal
Personal Financial Management Advisors San Diego, CA

San Diego - La Jolla
Personal Financial Management Advisors Evansville, IN

Evansville
Personal Financial Management Advisors Seattle, WA

Seattle
See All Financial Advisory Locations

Discover Your MoneyMind.

Money means something different to each of us. Whether you see it as a way to enjoy life, protect yourself from pain, or take care of the ones you love, the way you feel about money affects the financial decisions you make every day.

When you understand what your money means to you, you can make clear, smart choices about your financial life. Discover your MoneyMind® now.

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GSPFM Moneymind

For Advisors

Empower Your Client. Power Your Firm.

We partner with forward-thinking financial advisory firms and advisors who are planning-centric and obsessed with helping their clients live the life they want.

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Financial Advisor Practice Management Tools

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United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management is registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization.