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

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Our advisors

Aaron Joseph Goldman

APMA®

Branch Manager

Managing Director
Learn more about Aaron Joseph Goldman Visit Aaron Joseph Goldman's website

Trung Nguyen

APMA®, CRPS

Financial Advisor

Learn more about Trung Nguyen Visit Trung Nguyen's website

Chris Ramirez

APMA®

Financial Advisor

Learn more about Chris Ramirez Visit Chris Ramirez's website


Our team

Matt McConnell

Matt McConnell

Registered Operations Leader

Kimball Small

Kimball Small

Client Service Associate