When Your Clients Win You Win

We are built for advisors with their clients in mind. We partner with forward-thinking financial advisors that are planning-centric and obsessed with helping their clients live the life they want.

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Empower Your Client. Power Your Book of Business.

Joining Goldman Sachs Personal Financial Management comes with full access to the entire Financial Life Management® process and system:

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Financial Advisor Experience

We provide the infrastructure and financial advisor coaching training to scale and grow, along with a team to support the investment and risk requirements of your clients.

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Client Experience

We invest millions of dollars in financial advisory systems and tools, so you can offer a repeatable, customized experience that engages your clients and helps them understand what really matters to them.

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Tailored Investment Management

Build and manage portfolios customized to your clients.

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Goldman Sachs Personal Financial Management Advisors Tell Their Stories

The decision to identify the best firm to team up with for your clients and the growth of your practice is among the most critical business decisions you can make. Understanding your choices and what differentiates one option from the next involves clarifying what’s most important to you.

Meet Our Team

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Jacqueline Martinez

Vice President, Acquisitions

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Joe Finn

Vice President, Advisor Engagement

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Casey Harrison

Associate, Advisor Engagement

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Maximize Your Firm For Your Clients

Your Firm, Powered by FinLife


Delivering world-class financial advice now requires the digital tools and systems to be dynamically connected and constantly engaged with your clients. Run your financial advisory business with FinLife®, an end-to-end client experience that enables you to deliver for what clients value most—guidance that helps them live the life they want.

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Ready to Learn More?

Register for one of our upcoming financial advisor demos to see how we can help you become an indispensable advisor.

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Grow Your Financial Advisory Business with Training & Support Services

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  • A personal conversation.
  • Your questions answered.

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