Working With Us

When Your Clients Win You Win

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.

Financial Advisor Marketing & Tools

Empower Your Client. Power Your Firm.

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:

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A Winning Client Experience

Engage your clients to stay informed and on track with their entire financial life.

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An Efficient Advisor Experience

Scale your business with a digital workflow and repeatable process.

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Award-Winning* Advisor Training

Improve your staff engagement and stay competitive.

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Tailored Investment Management

Build and manage portfolios customized to your clients.

Remain Independent or Join Goldman Sachs Personal Financial Management

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
  Human Resources
Human Resources
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Ready to Learn More?

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

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CX Device White Asset 6

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