Founder, Certified Financial Planner™
Adam Goodman brings two decades of expertise in financial planning and portfolio management to his role as Founder and Managing Partner of GMR Wealth Advisors. With a career rooted in a passion for investing and helping clients achieve their financial goals, developing a reputation for delivering personalized strategies tailored to the unique needs of individuals, families, and businesses.
Before GMR Wealth Advisors, Adam held senior roles at Stoever Glass Wealth Management and Herbert J. Sims & Co., where he specialized in managing retirement portfolios for individual IRA/SEP-IRA accounts and 401(k) plans for small to mid-size businesses. His goal has always been to provide clients with predictable income streams and financial confidence while mitigating the volatility of the equity markets.
Rejecting a “one size fits all” approach, he prioritizes understanding every client’s unique situation to create strategies that focus on Growth, Momentum, and Results. Through GMR Wealth Advisors, Adam is thrilled to bring his vision to life, helping clients navigate their financial journeys and achieve the confidence and freedom they deserve.
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