Adfi_logo

Alaric Goth | Financial Advisor

Profile img for Alaric Goth, financial advisor at McAdam LLC
Vienna, VA
Alaric Goth
Financial Advisor
Wealth Advisor/Financial Planner at
McAdam LLC

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Alaric is a seasoned financial advisor specializing in comprehensive financial planning and investment management for busy professionals. With a deep understanding of the unique challenges faced by individuals in demanding careers, Alaric offers personalized strategies designed to simplify financial decisions, optimize investment portfolios, and secure long-term financial well-being. Whether you're navigating complex tax situations, planning for retirement, or seeking to grow your wealth, Alaric provides the expert guidance and peace of mind needed to achieve your financial goals, all while allowing you to focus on what you do best.
More

Specialties and Expertise

7
Retirement Income
Portfolio Construction
Tax Minimization Investment Strategies
College Planning
High Net Worth Planning
Cash Flow Analysis
Succession Planning

Clientele

8
Tech Employees
Inheritors
High Net Worth Individuals
Startup Employees
Tech Sales
Government Contractors
Surviving Spouses
Divorcees

Credentials and Designations

4
credentialsImg

Accredited Wealth Management Advisor

credentialsImg

Series 66 - Uniform Combined State Law Exam

credentialsImg

Series 7 - General Securities Representative Exam

credentialsImg

Security Industry Essentials®

Education

1
Auburn UniversityBachelor of Science in Business AdministrationYear Obtained: N/A

Job History

1
McAdam LLCPrivate Wealth Advisor2014-Present
Quick Facts About Alaric
Years of Experience:10 yearsMember since:2024Average Account Size:$300,000Number of clients:80

Services Provided

How I help my clients

Financial Planning

service_img
More

Investment Management

service_img
More

Tax Planning

service_img
More

Retirement Planning

service_img
More

Pricing Models

AUM
Flat Fee
One Time Fee

Proof of License

SEC Profile
profile_picture
Vienna, VA
Alaric Goth
Financial Advisor
Wealth Advisor/Financial Planner at
McAdam LLC
AdvisorFinder Disclosure
To maintain a verified listing on this Website, a financial firm or financial professional must pay a subscription fee to AdvisorFinder (please click here for details). AdvisorFinder is not a client of any firm or advisor listed on this Website (advisors are subject to this agreement). Fees are not specifically payable in consideration of any "endorsement". AdvisorFinder search results are conferred based on standardized and automated factors without regard to any financial firm compensation to AdvisorFinder. However, the compensation paid by a financial firm or financial professional to AdvisorFinder creates a material conflict of interest of which prospective clients of a financial firm should be aware.
Profile last updated: 06-04-2025