Financial planning is personal, and so is finding the firm that feels right. That’s why we have over 70 offices, including here in New York. Our advisors understand where you’re coming from, because that’s where we’re from, too.
Get valuable guidance for complex situations like family foundations, trusts, and estate planning.Learn more
Retire the way you want with tailored services from 401(k) guidance to pension planning and income strategies.Learn more
Our personal approach means creating an asset allocation that reflects your preferences and goals.Learn more
Gain clarity on your entire financial life with budgeting, legal, and tax and accounting services for your household.Learn more
Your advisor goes deeper to see what shapes your view on money.
Your advisor builds a plan based on your values, priorities, & beliefs.
Your advisor acts as a personal CFO, saving you time for what matters most.
Tell us about yourself at no cost or obligation.
By submitting this information, you hereby authorize and request that PFM contact through any direct contact and any automated means, including but not limited to use of an auto-dialer, pre-recorded/artificial voicemail and SMS, and by email to discuss PFM’s products or services and you are consenting to receive certain materials from PFM by email or other means of electronic delivery. In addition, you acknowledge that PFM will use your information as described in its and . PFM may share your information with other subsidiaries of The Goldman Sachs Group, Inc. and they may also contact you directly through any of the same means listed above.
To withdraw your consent to receive calls or to change your contact preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received. To revoke your consent to receive communications electronically, please contact your GS PFM team.