We are built for advisors with their clients in mind. We partner with forward-thinking financial advisory firms and advisors that are planning-centric and obsessed with helping their clients live the life they want.
No matter how you choose to work with us, partnering with Goldman Sachs Personal Financial Management comes with full access to the entire FinLife® process and system:
Engage your clients to stay informed and on track with their entire financial life.
Scale your business with a digital workflow and repeatable process.
With 100 offices across the country**, we offer the client experience and process discipline to help you build your business.
| Benefits | Become a Goldman Sachs PFM Office | Remain Fully Independent |
|---|---|---|
| FinLife® CX | ||
| FinLife CX | ||
| Compliance | ||
| Compliance | ||
| Human Resources | ||
| Human Resources | ||
| Learn More | Learn More | |
Register for one of our upcoming financial advisor demos to see how FinLife can help you become an indispensable advisor.
Awards are not indicative of investment performance.
*United Capital won the 2018 Lenny Award for Best Partner Training Program, as well as gold for best micro-learning, Training Magazine 2017 eLearning Design Challenge.
**Data as of June 30, 2019