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Michael Goldman (CFP®, MA)

Michael Goldman focuses in the
following client markets or areas of practice:

  • Financial Psychology/Coaching
  • Hourly
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice

Planning Specialties

EP Wealth Advisors is an investment management, financial planning and wealth advisory firm. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff, enable our firm to develop a diversified investment portfolio along with an individualized wealth plan. Our firm does not manufacture investment products or receive any compensation from the investments we recommend. We are fully transparent in the advisory fees we charge. This is an essential part of maintaining a client first relationship.

Additional Information

Using money-management techniques to live a meaningful and rewarding life is something Michael puts into practice himself. Skillful financial management enabled him to pay for an advanced education and travel extensively, as well as move to Maine. He discovered Maine while completing his master's degree at New York University and loved the area immediately. Upon moving in 2000, he was able to attend the Center for Furniture Craftsmanship in Rockport to develop his skills in his favorite hobby, woodworking. He was only at the school a year and a half before he began building his own home, which he completed in 2004. He met his wife Michelle in Portland, where they are raising their two daughters. Committed to community, he is honored to serve on the board of two charitable organizations.

NAPFA Start Date

July 23, 2012

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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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Visit Website 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.

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