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Personal Financial Management Advisors in Dallas, Ross & Blumenthal Office

Are you living the life you want? Consult a local advisor about a personal and engaging approach to wealth management.

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

About the Ross & Blumenthal Office in Irving, Dallas

Everyone is unique. Our team at Goldman Sachs Personal Financial Management specializes in helping people live the life they want through a dedicated, experienced advisor who helps you through dynamic financial planning, and provides personalized investments and other Goldman Sachs offerings for your specific needs.

We have unique solutions tailored to help you understand how to optimize life choices and make appropriate financial decisions throughout your lifetime. Our dynamic process and interactive tools integrate your personal and financial goals, helping you and your family clearly articulate your goals, build a dynamic plan and make trade-offs as life unfolds.

We call it Personal Financial Management. And it will change your life and the way you think about money—one decision at a time.

We invite you to explore our Dallas office page to learn more about our team of advisors and our personal financial management services.

The Advising Corporate Employees program works with corporate employees to create personalized investment strategies so that you can build the retirement you want. Our goal is to be a part of our client's lives on a daily basis to help you live a better life and protect yourself from life's surprises.

Our financial advisors specialize in understanding employee benefits of Fortune 500 companies around the country. We recognize the importance of gathering comprehensive knowledge of any employer contribution plans, 401(k)s, pension benefits, life and health insurance, and non-qualified and retirement benefits. Our clients are in a wide range of industries, such as defense, energy, financial services, food and beverage, healthcare, technology, and telecom.

To learn more about our High-Net-Worth Services, please click here.

Local Happenings

Feb 01, 2021

Live Workshops

Our in-person educational workshops will help you provide clarity into your retirement.

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Our Personal Financial Management Team Location

125 E. John Carpenter Frwy Suite 1200
Irving, TX 75062

Telephone: 972-409-0885
Facsimile: 212-291-2323

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Meet Our Ross & Blumenthal Financial Advisor Team in Irving, Dallas

Amber Andregg



Joshua B. Smith



Jonathan Doshier



James Donahue



Matt Bennett, CFP®



Lane Lamb



Monalynd Young, CFP®



Sara Bowes



Affiliated Offices

North Dallas

5810 Tennyson Parkway Suite 200
Plano, TX 75024

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Houston - Ross & Blumenthal

1177 West Loop South Suite 1685
Houston, TX 77027

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San Antonio

4372 N Loop 1604 W, Suite 104
Shavano Park, TX 78249

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65 Madison Ave, Suite 110
Morristown, NJ 07960

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Denver - Highlands Ranch

1805 Shea Center Drive, Suite 220
Highlands Ranch, CO 80129

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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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Personal Wealth Management Investing

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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Goldman Sachs Personal Financial Management

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Want to speak with us now? Give us a call at 833-346-5433

Check the background of these investment professionals on FINRA’s BrokerCheck.

Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co. or Mercer Allied Company, L.P. (“Mercer”), member FINRA and SIPC. GS&Co., Mercer and GS PFM do not provide tax and/or legal advice to its clients, and all clients are strongly urged to consult with their own advisors regarding any potential investment or strategy.