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Personal Financial Management Advisors in Northern Shenandoah Valley - Winchester

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

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Julia M. Connell, CFP®️, MBA, MSFP, MPAS℠

About the Northern Shenandoah Valley - Winchester Office

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 Northern Shenandoah Valley - Winchester office page to learn more about our team of advisors and our personal financial management services.

The Northern Shenandoah team is committed to giving back and improving the lives of our community members. We are a proud supporter of several local events and programs including:

Our team also supports the Shepherd University Financial Planning Program through scholarships and our office Managing Director, Rob Hoxton, serves as a teacher for Financial Planning Development.

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

We are also located in Shepherdstown, WV

Local Happenings

Feb 21, 2019

The Money Code

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Our Personal Financial Management Team Location

35 North Braddock St
Winchester, VA 22601

Telephone: 540-450-1500
Facsimile: 540-450-1575

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Meet Our Northern Shenandoah Valley - Winchester Financial Advisor Team

Affiliated Office

Northern Shenandoah Valley - Shepherdstown

8530 Shepherdstown Pike
Shepherdstown, WV 25443

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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

Goldman Sachs PFM Financial Insights

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

Securities offered through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Investment advisory services provided through 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.

GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on this site or visit the Cetera Advisor Networks LLC site.