PROFFITT & GOODSON INC.
SEC RegisteredIs Your Wealth Aligned With What Matters Most?
About the firm
ProffittGoodson is an SEC-Registered Investment Advisor founded in 1986 by David Goodson and Jim Proffitt to shift away from product-oriented investing and focus solely on client needs. The firm serves individuals, families, business owners, retirees, and institutional clients such as foundations and endowments. ProffittGoodson aims to align clients' money decisions with their life goals through comprehensive financial planning and investment management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, cash flow planning, tax planning, trust and estate planning, retirement income strategies, Social Security timing, healthcare planning, legacy planning, philanthropic design, governance structures, investment policy development, and portfolio management for institutional clients.
Who they serve
Individuals, multigenerational families, business owners, women managing wealth, retirees, foundations and endowments, and trusts and estates navigating complex financial lives.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 123 | $31M |
| High Net Worth Individuals | 170 | $723M |
| State/Municipal Entities | 6 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of April 15, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PROFFITT & GOODSON INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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