Goldsmith Martin Wealth Strategy is a registered investment advisor founded in June 2026 and based in Montgomery, Alabama. The firm provides wealth management services that combine ongoing investment portfolio management with personalized financial planning. When managing investments, Goldsmith Martin Wealth Strategy builds custom asset allocations tailored to each client's goals, risk tolerance, and tax considerations, primarily utilizing stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents. The firm operates on a fee-only basis, meaning compensation comes solely from clients rather than commissions or third-party product sales. In addition to portfolio management, Goldsmith Martin Wealth Strategy offers standalone financial planning services covering areas such as net worth, cash flow, employee benefits, retirement planning, insurance, investments, college planning, and estate planning. The firm serves individuals, high-net-worth individuals, corporations, and charitable organizations, with no minimum account size required to open or maintain an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are negotiable and paid quarterly in arrears. Household accounts may be aggregated.