Welcome to Our Story

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.

Here we offer a brief introduction to our 35 year history. From the company’s inception to today, we continue to adhere to our mission and principles, as SEC Registered Investment Advisors, or RIAs. At ProffittGoodson, we aim to further your Money Mission with expertise and a personal touch, to make you feel secure in your financial future.

GET TO KNOW PROFFITTGOODSON

Our approachThe PGA Method

  • PRAGMATIC AND HANDS-ON

    Your financial plan and investments should reflect decisions that are logical, sensical, and reasonable. But we won’t leave you to make the hard decisions alone. Our hands-on approach means active interaction with our advisors. We don’t believe in “set it and forget it. We’re with you every step of the way.

  • GOAL-BASED AND ASSESSING

    While focused on your overall Money Mission, we also help you keep the big picture in mind. Making financial decisions comes with complex implications even on non-financial parts of your life. We’re committed to helping you make decisions that align with your goals and your lifestyle.

  • ADVANCED AND SOPHISTICATED

    Our modern strategy is informed by hard science and math with sophisticated modeling techniques that yield intelligent guidance and advice, no matter where your goals lay. Yet, we understand that it’s important to maintain a conservative perspective with long-term focus.

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