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Gregory Goff (CFA, CFP®, EA)

Gregory Goff focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • High Net Worth Client Needs
  • Hourly

Planning Specialties

Greg had drawn and laminated his business card at age seven. He wanted to be a part of the family business. Through this involvement, he learned that business ownership and hard work create opportunities.

He later learned the value of comprehensive financial planning while working as a Financial Advisor and Portfolio Manager at a Fortune 500 firm, but the service model and fee structure were broken. Realizing the opportunity to build a firm that fits the needs of his clients, Greg founded Sound Wealth Management.

Additional Information

Greg enjoys spending time with his wife, Kinsley, their daughter, Betty, and their two rescue pups, Marlow and Cooper. They enjoy exploring all that Greenville, SC has to offer and visiting family in Hilton Head and Charlotte. On any given weekend, he can be found working on home improvements, teeing off on the golf course, or cheering on the Clemson Tigers and the Carolina Panthers.

NAPFA Start Date

August 10, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit