Is Your Wealth Aligned With What Matters Most?

At ProffittGoodson, we understand that wealth isn’t the end goal: it’s a means to fulfill your purpose. You aren’t just seeking investment strategies. You’re pursuing clarity, continuity, and a deeper alignment between your values, responsibilities, and long-term vision.

Whether you’re managing a business, stewarding a family legacy, or navigating a major life transition, our approach is designed to support your unique Money Mission with intention, discipline, and perspective.

Do You See Yourself Here?

We work with individuals, families and institutions navigating complex financial lives. Many of our clients are:

  • At ProffittGoodson, we understand that wealth is more than numbers—it’s legacy, values, and vision carried across generations. We work closely with families to build intentional strategies for stewardship, educating the next generation, and aligning investment decisions with family priorities. From trust and estate planning to philanthropic design and governance structures, our team supports families through thoughtful transitions. With every step, we aim to simplify complexity and ensure your family’s wealth continues to serve its purpose for years to come.

  • Navigating a business transition requires foresight, precision, and a trusted advisory partner. Whether you’re preparing for a liquidity event, sale, or leadership succession, we help business owners integrate personal and enterprise financial goals. Our team provides guidance across tax strategies, investment planning, and estate considerations, ensuring your transition reflects the legacy you've built. From founder to future, we are by your side to help you unlock long-term value.

  • We provide support tailored to the needs of women navigating pivotal life events—whether that’s divorce, widowhood, career shifts, or retirement. At ProffittGoodson, we offer a steady hand and a structured plan, empowering women to make informed decisions about their financial future. Our approach includes personalized planning across investment management, estate considerations, and cash flow strategy. With thoughtful guidance, we help bring clarity and confidence to each chapter ahead.

  • Retirement is an opportunity to refocus—on family, giving back, and securing the future. We partner with retirees to design income strategies that sustain their lifestyle while supporting long-term goals like legacy planning and charitable giving. From required minimum distributions to donor-advised funds, our advisors provide insight and structure to align your wealth with your values. With decades of experience, we help ensure your financial decisions are deliberate and lasting.

  • Mission-aligned investing requires both technical expertise and a clear understanding of institutional needs. For over two decades, ProffittGoodson has partnered with foundations and endowments to implement disciplined investment strategies that support organizational purpose and sustainability. We collaborate with boards and investment committees to develop policies, manage risk, and steward capital responsibly. Our approach is grounded in transparency, fiduciary excellence, and a shared commitment to long-term impact.

Our firm is built for those who value long-term partnership and personalized guidance.

SOLUTIONS

Overview

We infuse clarifying counsel with pure financial assessment. Our recommendations are guided by the objective of supporting your long-term goals, without the influence of hidden motivations.

SOLUTIONS FOR

Private Clients

We see beyond the portfolio. We see YOU. We utilize disciplined investing to achieve each clients’ Individual money mission and provide reassurance and continuity for our clients’ legacies.

SOLUTIONS FOR

Non-Profits

With over three decades of experience, we've honed our expertise in managing funds for nonprofits, blending institutional insight with grassroots dedication.

BeginYour Journey

We invite you to start a conversation with a team that understands the nuances of your wealth and the purpose behind it. Your Money Mission deserves clarity, discipline, and trusted partnership.

Built on Principles. Proven Over Time.

ByThe Numbers :

  • 100% Fiduciary
  • Serving Clients in 15+ States
  • 38 Years Serving Clients
  • 99% Client Retention

What Does it MeanTo Be a Fiduciary?

As fiduciary financial advisors, we are legally and ethically obligated to act in your best interest at all times. This means we provide advice and make recommendations based solely on what benefits you, not what might benefit us or any other party. Unlike non-fiduciary advisors, who may be held to a lower standard, we prioritize transparency, trust, and your financial well-being above all else. Being fiduciaries makes a difference because it ensures that your financial goals, values, and future are always the top priority in every decision and strategy we pursue together.

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