Broker Check

Driving Growth.
Building Momentum.
Attaining Results.

You've built a successful business and accumulated substantial wealth. Now you need someone who understands how those two sides of your financial life work together and can manage both with the sophistication they require.

Meet Our Founder

What We Do
Integrated Planning For Business Owners
and High Net Worth Individuals

Your financial life doesn't fit into preset categories, and your advisor shouldn't pretend it does. Business owners need someone who understands group retirement plans at both the corporate and personal level, not just one or the other. We work with clients who require strategies built around their specific risk tolerance, time horizon, and goals rather than generic solutions that ignore individual circumstances.

Meet Our Founder
Adam Goodman

I've spent two decades in financial services, but my connection to this industry runs much deeper. My family entered this business in the early 1970s, and growing up around it shaped how I think about wealth, planning, and the responsibility that comes with managing what people have worked their entire lives to build.

That foundation led me to the University of Delaware and eventually to earning my Certified Financial Planner certification. But the real education has come from working directly with clients over the past 20 years, understanding not just their portfolios but the businesses they've built and the legacies they want to create.

Credentials & Expertise

  • CERTIFIED FINANCIAL PLANNER® (CFP®)

What Our Clients Have To Say

Complete Confidence*

Adam Goodman has been my wealth advisor for many years. I have complete confidence in Adam’s knowledge and expertise. I like that Adam sets up meetings regularly with me to review my portfolio and keeps a watchful eye on my accounts and makes strategic suggestions for investments. My husband is also a long-time client. We are both completely satisfied and are very happy clients of Adam Goodman
- Sherry L. – Owner / Interior Designer – 12/15/2025


Disclosure
This statement is a testimonial by a client of the financial professional as of 12/15/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Retirement Confidence*

Adam Goodman of GMR Wealth Advisors has helped me plan and invest for my retirement for more than 10 years now. He has been a wealth of knowledge and insight and has searched for appropriate investments for me during this time. I am now almost 8 years into my retirement. Adam has contributed greatly to my financial freedom.
- Barbara M. – Retired / Book Publisher -12/22/2025


Disclosure
This statement is a testimonial by a client of the financial professional as of 12/22/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Ethical Professional*

Adam is a wonderful and ethical professional. We have been fortunate to benefit from his services for quite few years. He is reliable, easy reached and is always proactive with his approach. I wholeheartedly recommend his services
- Dr. Tatyana N. – Owner / Dentist - 12/15/2025


Disclosure
This statement is a testimonial by a client of the financial professional as of 12/15/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Competent Successor*

Prior to working with Adam, my father, who worked in the same industry, oversaw my accounts. When he retired, I needed to find someone to fill his shoes. Enter Adam Goodman. I have found him to be a knowledgeable & competent advisor over the past 8 years. If you’re looking for someone, I highly recommend him.
- Jodi B. – Owner / Licensed Mental Health Counselor – 12/15/2025


Disclosure
This statement is a testimonial by a client of the financial professional as of 12/15/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Retirement Builder*

Adam is the absolute best financial advisor I have ever worked with. He watches all my accounts daily and has helped build my retirement! I couldn't have done it without him!!
- Raymond S. – Owner / Licensed Health Insurance Agent – 12/10/2025


Disclosure
This statement is a testimonial by a client of the financial professional as of 12/10/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Who We Serve
Built for Complexity

We work with clients whose financial situations require more than basic portfolio management.

Small & Medium Business Owners

Small & Medium Business Owners

Managing group retirement plans while building personal wealth requires coordination most advisors don't provide.

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Non-Profits

Non-Profits

Organizations balancing fiduciary responsibilities with limited resources need efficient, compliant retirement plan solutions.

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High Net Worth Individuals

High Net Worth Individuals

Significant assets demand sophisticated tax planning strategies, estate coordination strategies, and investment strategies beyond standard approaches.

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Growing Families

Growing Families

Funding education, preserving income, and strategizing to build wealth simultaneously requires planning that accounts for competing priorities.

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Retirees

Retirees

Making assets last throughout retirement while managing taxes and legacy planning demands active, informed strategy.

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How We Help
Comprehensive Solutions
That Work Together

Your financial decisions don't exist in isolation, and your advisory relationship shouldn't treat them that way. We provide integrated services that account for how each choice affects the others.


Group & Individual Retirement Plans


Structuring plans that serve your business needs and employee retention while striving to optimize your own retirement savings and tax strategy.

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Investment Advisory

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Portfolio management built around your specific goals, risk tolerance, and time horizon, adjusted as markets and circumstances change over time.

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Defined Benefit Plans


Strategic pension plan design for business owners seeking accelerated retirement savings and significant tax deductions in high-earning years.

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Financial Planning


Coordinated strategies across investments, taxes, estate, insurance, and cash flow that reflect where you are and where you're going.

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Who We Are
Experience That
Understands Both Sides

GMR Wealth Advisors was founded on the principle that business owners and high net worth individuals need advisors who understand how corporate and personal finances interconnect. With 20 years of industry experience, we built a firm focused on integrated strategies rather than isolated product recommendations.

Our Process
Understanding First, Strategy Second

Step 1: Discovery

We discuss your business structure, tax situation, wealth-sharing philosophy, income needs, estate status, and asset titling across properties.

Step 2: Analysis

We evaluate how your current strategies connect, identify gaps or inefficiencies, and determine what adjustments serve your specific goals.

Step 3: Implementation

We build and execute coordinated strategies across retirement plans, investments, estate structures, and tax positioning that work together long-term.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Powered By LPL Financial

Powered By LPL Financial

GMR Wealth Advisors is proud to partner with LPL Financial, the #1 broker-dealer in the United States.*

*As reported by Financial Planning magazine, 1996-2024, based on total revenue.

Fortune 500

Company strength working for your advisor and you

Independence

Advisors have freedom to choose the business model, services, and technology resources

Security 

Cyber Fraud Guarantee fully protects your assets

Technology Platform

Advanced tools for planning and portfolio management

Contact Us
Ready to Align Your Business and Personal Wealth Strategy?

If you need comprehensive guidance that accounts for both your business and personal wealth, let's talk. Schedule a conversation to discuss your situation and whether our approach aligns with what you need.

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