Alaric Goth | Financial Advisor
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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.
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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
Accredited Wealth Management Advisor
Series 66 - Uniform Combined State Law Exam
Series 7 - General Securities Representative Exam
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 clientsFinancial Planning
Investment Management
Tax Planning
Retirement Planning
Pricing Models
AUM
Flat Fee
One Time Fee
Proof of License
SEC Profile
Vienna, VA
Alaric Goth
Financial Advisor
Wealth Advisor/Financial Planner at
McAdam LLC
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