Mountain Goat Wealth
@mountaingoatwealth.com
Fee-based fiduciary wealth management for professionals and pre-retirees ready to conquer their climb to retirement. Book a no-obligation 30-minute discovery call with a Goldman Sachs veteran who built the firm he always wished existed.
Mountain Goat Wealth's Company Logos
Mountain Goat Wealth's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#1C1C1C
Cod Gray
28, 28, 28
0, 0, 11
0, 0, 0, 89
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
#AE7452
Santa Fe
174, 116, 82
22, 36, 50
0, 33, 53, 32
About Mountain Goat Wealth
Mountain Goat Wealth Management is a fee-based fiduciary firm helping professionals, pre-retirees, and families plan their financial journey to retirement. Founded by Goldman Sachs veteran and CFP® Bobby Goodman, the firm combines Wall Street experience with a focus on serving people seeking practical, personalized guidance. Its advisors are legally required to act in clients’ best interests.
The firm organizes its services around wealth management, retirement planning, and financial protection. Wealth management includes investment management, structured notes, and 401(k) optimization. Retirement planning covers its nine-step Climb to Retirement framework, tax-efficient withdrawal strategies, and Social Security timing. Protection services include life insurance, annuities, and long-term care planning. The team builds an overall strategy around each client and helps select tools to put that plan into action.
Mountain Goat offers a no-obligation, 30-minute video discovery call, with no preparation required. The conversation is intended to help people understand their financial position, identify potential gaps, and consider possible next steps before deciding whether to proceed.
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Finance
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