Michael
Goldman
Gather Financial Planning
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About this Advisor
Michael Goldman is a financial advisor based in Falmouth, Maine, working with Gather Financial Planning. Michael has previously held positions at Wealth Gathering, LLC and Gather Financial Planning. Michael has passed the Series 65 regulatory exam and is registered to provide services in Maine, Massachusetts, New Hampshire, North Carolina, and Texas. Currently, Michael is part of Gather Financial Planning, which operates out of Falmouth, Maine. The firm has one office and seven employees. The firm manages assets totaling $148.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Gather Financial Planning includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gather Financial Planning Brokerage Details
$148,426,333
7
400
$371,066
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Michael Goldman Work History
Gather Financial Planning
Wealth Gathering, LLC
Disclosures
Please visit the SEC profile of Michael Goldman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gather Financial Planning
Falmouth, ME
Falmouth, ME
Falmouth, ME
Falmouth, ME
Falmouth, ME
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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