While many larger wealth management firms and online broker programs find success through detached numbers, our boutique team of financial advisors prefers working with the individuals and pursuing meaningful growth. We are not like some mid-sized companies who accept everyone and help most. We believe in a more focused pursuit of success that is personalized to every client and works towards an impactful, and sustainable future.
At Goldfarb Financial, we believe that capitalism and global consciousness are not mutually exclusive, and should work together to better the world. We want to put capitalism to good use and became a certified B Corp to prove
that we practice the message we preach.
We do not believe that business and social consciousness should be mutually exclusive. It should be the objective of entrepreneurs to create a better world and help their local communities. We aim to achieve this goal through our three Principles:
Education, Sustainability, Global Citizenship