Financial Times names Wealthstream Advisors to list of top 300 Registered Investment Advisors for 2017, 2018, 2019 and 2020

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, Shareholder
Tracy Shar, CPA, CFP®
Senior Advisor, Shareholder
Michael Kimmel, CFP®
Senior Advisor, Shareholder
Matthew Gordon, CFP®, RLP®
Senior Advisor, Shareholder
Mark Kazmac
Senior Advisor
Brenna McLoughlin, CFP®
Senior Advisor, Shareholder
Brant Cavagnaro, CFA, CFP®
Senior Advisor, Shareholder
Eric Siss, CFP®
Financial Advisor
Katharine George, CFP®
Financial Advisor
Joe Orff
Analyst
James Perriello
Analyst
Rachel Frame
Analyst
Aaron Tawil
Chief Operating Officer
Chief Compliance Officer
Shareholder
William R. Schirmacher, CPA
Director of Operations, Shareholder
Sanjare Ferdinand, FPQP™
Senior Operations Specialist
Mary C. Heath
Client Service Coordinator