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- Custodian
- LPL Financial ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Focus meridian
- Established Date
- 11-18-2016
- Office Locations
- 1
Office Locations
About Goodman Advisory Group, LLC
Goodman Advisory Group, LLC is a Needham, MA advisory firm delivering objective, research-backed investment strategies with customized financial planning and portfolio design. The team serves private families, nonprofits, and corporate clients with retirement and education planning, estate and insurance guidance, and wealth preservation. Portfolios often use public funds and ETFs, with custody through firms such as LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DEBORAH NICOLE GOODMAN
Chief Compliance Officer, Managing Member, President
- CRD
- #5331474
- Ownership
- 50% but less than 75%
JOSEPH PAUL ROFINO JR
PORTFOLIO MANAGER, PRINCIPAL
- CRD
- #6057255
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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BRAD EDWARD BARTHELEMY
Branch Operations Manager
- CRD
- #7073363
ROSALIE CRYAN
--
- CRD
- #6975772
Prime insight
Foundation harbor
- CRD
- #20766
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $415,478,640 | $556,942 |
| Non-Discretionary | $0 | -- |
| Total | $415,478,640 | $556,942 |
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Separately Managed Accounts
Total SMA Asset: $415,478,640
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,484,295,236 | 33.4% |
| Equity - Exchange | $1,792,560,335 | 24.1% |
| Municipal Bonds | $1,561,982,035 | 21.0% |
| Cash | $1,599,172,084 | 21.5% |
| Total | $7,438,009,690 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER GLACIER | GLACIER RADIAL | 45PBS39U9 | MXFWA | 10.03% | $98,585,194 |
| GLACIER SUMMIT | MATRIX QUANTUM | NH7L5AF0R | BTDOJ | 3.65% | $18,252,683 |
| PRIME FOUNDATION FUSION | PIONEER OAK | U7AR3XZHH | STD | 2.29% | $52,872,280 |
| NORTH VERTEX HARBOR | VECTOR ALPHA | V2UJU8ZG9 | ZGNHN | 2.75% | $36,157,992 |
| VALUE DELTA | PIONEER GLACIER | Z9SV8M7T6 | GURU | 7.34% | $59,487,622 |
| VERTEX PEAK FUSION | RIDGE ALPHA | 1IAJTIRTK | IRS | 1.63% | $21,654,609 |
| FOUNDATION PEAK PIONEER | CREST EAGLE | JQ3HPD7XR | FGXLX | 8.92% | $63,528,357 |
| ATLAS MOMENTUM | CAPITAL MATRIX | TH89X1Y29 | EZPQO | 11.23% | $36,310,594 |