The Goldman Group

The Goldman Group provides financial planning and wealth management planning for individuals, families, and business owners seeking more clarity, discipline, and long‑term alignment.

Our personalized financial planning and investment process integrates strategies such as, retirement planning, tax‑efficient investing, education funding, and estate considerations into a cohesive financial plan. Through transparent advice and oversight, we help clients navigate complexity, adapt to change, and make more confident financial decisions at every stage of life.

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Team photo for The Goldman Group
Team photo for The Goldman Group

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Advisors

Kenneth J Belter II

Financial Advisor

Vice President
Visit Kenneth J Belter II's website

Aaron Joseph Goldman

Branch Manager

Managing Director
Visit Aaron Joseph Goldman's website

Chris Ramirez

APMA®

Financial Advisor

Visit Chris Ramirez's website

Trung Nguyen

APMA®, CRPS

Financial Advisor

Visit Trung Nguyen's website


Team

Kimball Small

Kimball Small

Client Service Associate

Matt McConnell

Matt McConnell

Registered Operations Leader