Why Choose ProffittGoodson?

OurStory

Over three decades ago, David Goodson and Jim Proffitt saw a need for a different kind of advice in investing. David, a financial consultant with a national wirehouse, and Jim, a former banker turned CPA, understood all too well the shortcomings of sales-driven, product-oriented investing. David and Jim founded ProffittGoodson in 1986 to refocus their responsibilities solely on their clients.

OUR HISTORY

  1. 1986

    Firm founded by David Goodson and Jim Proffitt to shift away from a product focus and concentrate solely on their client's needs

  2. 1989

    First institutional client served

  3. 1999

    PG builds Old Kingston Place, expanding office space

  4. 2002

    Firm builds on investment history, expanding portfolio diversification through international ETFs, blending a disciplined active stock strategy with low-cost indexing

  5. 2015

    PG doubles office space to accommodate growth. Michael Cermak joins the firm as investment analyst and advisor.

  6. 2017

    Neil Goodson joins firm, bringing experience in institutional investing.

  7. 2020

    Firm exceeds half a billion dollars in client assets under management.

Decades of experience enables ProffittGoodson to empower our clients by helping to align money decisions with life goals through a deep understanding of their complete financial life. We call this our client’s Money Mission.

Why work with us?

YOUR LIFE IS MULTIDIMENSIONAL

At ProffittGoodson, we understand that every client is different, with many dimensions that factor into their individual needs. As we like to say, we see beyond the portfolio. We see YOU. From laying the groundwork for your children to attend college to legacy planning, we want to understand the full scope of your financial life.

THE ARITHMETIC OF INVESTING GUIDES OUR CHOICES

With globally diverse portfolios unique to each client’s Money Mission, we are focused on making investment decisions informed by hard science and the data to back it up. Our process minimizes the unnecessary layers that lead to elevated costs. What’s left is a portfolio that’s efficient and informed, with long-term focus.

YOUR MONEY MISSION IS OUR MAIN PRIORITY

Your legacy and Money Mission serve as our North Star in our financial planning. With such milestones as retirement, securing your grandchildren’s education or endowments, we want you to feel confident that your future is taken care of.

Our Approach

Thoughtful Planning. Proactive Coordination. A Focus on What Matters Most.

Financial decisions rarely exist in isolation. A business sale, an estate plan, tax considerations, and investment decisions can all affect one another. Without coordination, important gaps can go unnoticed until an opportunity to address them has passed.

At ProffittGoodson, we take a proactive, coordinated approach to financial planning. We look at how the pieces of your financial life fit together, identify potential issues early, and help you make informed decisions that support your long-term goals.

Our goal is not simply to respond when something goes wrong. It's to help you anticipate what's ahead and address potential problems before they arise.

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