About GMR

Adam Goodman, CFP^®

Founder, Managing Partner

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.

I founded GMR Wealth Advisors because I saw a specific gap in the market. Business owners, particularly those running dental practices and law firms, needed someone who could handle both sides of their financial lives. They needed expertise in managing group retirement plans for their teams while also addressing their own high net worth planning needs. Most advisors do one or the other. I do both, acting as a financial director who looks at every aspect of your financial picture, not just investment returns.

What drives me is the daily work itself. I manage client portfolios directly, making the investment decisions that affect real people's futures. That responsibility keeps me sharp. But I also value being the person clients call when they need guidance that falls outside traditional portfolio management. Those conversations, where we're solving problems and thinking strategically about the bigger picture, are where the most meaningful work happens.

I grew up in South Orange, New Jersey, just outside New York City. Being that close to Manhattan taught me early to think beyond the immediate and consider the larger landscape. These days I'm based in Coconut Creek, Florida, where the year-round outdoor lifestyle fits my pace. When I'm not working with clients, I'm usually planning the next trip, watching baseball or football, or diving into whatever music catches my attention. I listen to everything.

The work excites me because it matters. Helping someone pursue their investment goals, structuring a retirement plan that actually serves a growing business, or mapping out a comprehensive financial strategy for a family are all tangible outcomes. That's what keeps me engaged after 20 years, and it's why I built this firm the way I did.

Driving Growth.
Building Momentum.
Attaining Results.

GMR Wealth Advisors was built on a straightforward premise: financial advice works better when it's based on actual partnership, not sales quotas or product pushing. We work with business owners and high net worth individuals who need someone to look at their complete financial picture.

Adam Goodman founded GMR Wealth Advisors after spending 20 years in an industry that too often prioritizes standardized solutions. In this industry, you're dealing with business owners managing both company retirement plans and personal wealth, or families coordinating estate planning strategy with investment strategy and tax efficiency.

How We Work

Every client gets treated as an individual because every situation is different. A dentist building a practice has different needs than a personal injury attorney preparing to sell their firm. Someone in their 40s accumulating wealth has different priorities than someone in their 60s managing distributions.

We provide enough information for you to make informed decisions. That means explaining not just what we recommend, but why, and what the alternatives look like. Your interests come first. If a recommendation doesn't serve your goals, we don't make it. If you need expertise outside our scope, we tell you and help you find it.

Most people we work with share three primary goals: saving enough for retirement, making those assets last throughout retirement, and for business owners, deferring tax payments strategically while striving to build wealth.

These goals sound simple, but intersect in complicated ways. How you structure your business retirement plan affects your personal savings capacity. When you take distributions impacts your tax situation. Estate planning decisions change how you should hold certain assets. We work with clients who recognize these connections and want someone managing the full picture.

What Drives Our Clients

Our Commitment

We're building relationships that last decades, not transactions that end when paperwork gets signed. That requires consistency. We show up with the same integrity and attention whether markets are up or down, whether you're calling with a quick question or a major life change. Our goal is to create relationships where your financial independence and our success are aligned, and where you feel confident in the strategy we've built together.

Frequently Asked Questions

Who exactly do you work with?

We serve clients whose financial situations require advanced solutions, primarily Small & Medium Business Owners, High Net Worth Individuals, Non-Profits, Growing Families, and Retirees. Our approach is built for complexity, working with those who need coordinated strategies that go beyond basic portfolio management.

What makes GMR Wealth Advisors distinct?

We provide integrated financial planning for business owners and high net worth individuals. Our distinction is that we understand how your corporate and personal finances interconnect. We manage both sides with the sophistication required, coordinating your business retirement plans, personal wealth, and tax strategies into one unified approach.

What is your process for creating a financial strategy?

Our three-step process is focused on pursuing tailored solutions. First, Discovery involves discussing your business structure, tax situation, and financial needs. Second, Analysis is where we evaluate current strategies and identify gaps. Finally, Implementation means we build and execute coordinated long-term strategies across your investments, retirement plans, and tax positioning.

How do you help me manage my company's retirement plan and my personal wealth?

We provide crucial coordination by looking at both sides simultaneously. We help you structure group retirement plans to address employee retention needs while simultaneously striving to optimize your personal savings capacity and tax strategy. Our goal is to align your business plan design and compensation strategies with your personal wealth creation.

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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.