Alaric Goth
Wealth Advisor/Financial Planner at
McAdam LLC
Years of Experience
12 years
Number of Clients
80
Average Client Size
$500,000
Member Since
2024
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I specialize in guiding diverse clients through complex financial landscapes. Whether you're a tech professional, inheritor, or navigating life changes, I offer tailored strategies to optimize your wealth and secure your future.
Clientele
My clients are primarily working professional families balancing competing financial priorities, or pre-retirees preparing for their next chapter. I help them address challenges such as equity compensation, complex taxes, and early retirement planning. My clients are highly capable but prefer to delegate their wealth management to a trusted expert so they can focus entirely on their professions.
Services Provided
Financial Planning
Investment Management
Tax Planning
Retirement Planning
Specialties and Expertise
Credentials and Designations
Accredited Wealth Management Advisor
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Series 66 - Uniform Combined State Law Exam
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Series 7 - General Securities Representative Exam
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Pricing Models
Education
Auburn University
Bachelor of Science in Business Administration
Obtained in
Previous Work Experience
McAdam LLC
Private Wealth Advisor
2014 - Present
Advisor Links
Disclosures and Proof of License
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