Financial Times names Wealthstream Advisors to list of top 300 Registered Investment Advisors for 2017.

CNBC names Wealthstream Advisors to list of top 100 wealth management firms for 2015. Click here for more information.

About Us

Firm at a Glance

Wealthstream Advisors is an independent boutique wealth management firm built on meaningful relationships with a select group of clients. Our roots go back to a practice founded in 1996 with the goal of offering comprehensive wealth management services.

Today, Wealthstream Advisors offers personalized, in-depth financial planning and unbiased investment management services. We are fiduciaries, bound by law to act in your best interest. Your Wealthstream team has years of experience in the financial industry and has earned designations and credentials, including Certified Financial PlannerTM practitioner, Certified Public Accountant, Chartered Financial Analyst® and Personal Financial Specialist.

Your Team

Michael Goodman, CPA/PFS, CFP®
President, Principal
Tracy Shar, CPA, CFP®
Senior Advisor, Principal
Michael Kimmel, CFP®
Senior Advisor, Principal
Matthew Gordon, CFP®
Senior Advisor, Principal
Mark Kazmac
Senior Advisor
Brenna McLoughlin, CFP®
Financial Advisor
Brant Cavagnaro, CFA, CFP®
Financial Advisor
Eric Siss, CFP®
Katharine George
William R. Schirmacher, CPA
Director of Operations, Principal
Sanjare Lambert
Operations Specialist
Mary C. Heath
Client Service Coordinator