Connect with a financial advisor: 833-346-5433
Your browser preferences are set to block location sharing.
Please adjust your preferences, or click here to view all offices.

Implement and optimize your personalized plan.

Personalized Implement 768x410

Your personal financial advisor can develop and implement a strategy built entirely around your unique needs—then make adjustments as your life unfolds. The strategy we can create will be unique to you and can be designed to help you feel more in control over your financial decisions.

Measure your financial priorities.

Your advisor creates your Priority Action List to help bring focus to a disciplined plan to reach your goals.

  • Track where you stand relative to your goals.
  • Measure your progress on outstanding action items.

A portfolio built around your values, priorities and beliefs.

After we determine your target-risk profile and an asset allocation to match, we can create and implement a customized portfolio that reflects your investing preferences.

Additional guidance to address complex investment needs.

  • Ongoing research, guidance and oversight of your plan.
  • Adaptation of your portfolio as your life unfolds and goals change.
Learn More

Guidance-driven risk management.

At any stage of life, insurance helps provide confidence today and security for the future. Our experienced team can design and implement innovative insurance strategies tailored to your unique risks and goals.

  • Discuss potential tax consequences of annuities and life insurance.
  • Determine liquidity when your heirs need it most.
  • Evaluate your existing assets.
  • Consider insured retirement options.
Personal financial advisor practice-management tools

Access your information on your terms.

Work with your advisor to manage your financial life anywhere, anytime via our dynamic online portal. We help you take charge through life’s changes with complete visibility and total control—no matter how complex life can become.

  • Access, store and review all of your financial information in one place.
  • View your complete financial life in real time from any device.
  • Communicate with your advisor 24/7 through email and VideoMessenger.
GSPFM Guide Center2

Your financial life summary.

Your advisor will help prepare a modern, comprehensive summary of your financial picture, priorities and investments tied to a goal-based action plan. It’s a consolidated summary of your entire financial life with step-by-step support to keep you informed, engaged and motivated. As your priorities change and your financial strategy adapts, your advisor will update your plan and help you stay on track.

  • Summarize your priorities.
  • Review your portfolios and action plan.
View a Sample GuideBook
UC GS Guide Book Image 540x400

We want to know what makes you, you.
That’s what makes us, us.

Find a personal financial advisor near you, and start living the life you want.

With over 240 advisors in 80+ offices across 30 states, you can find an advisor near you to create a financial plan tailored to your personal goals.

See All Financial Advisory Locations
Guide video preview

Ready to start a conversation? We’re here to listen.

Conversation

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

Confirmation success!

Thank you for your submission.

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 Privacy Policy and Terms of Use. 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.