Goalvest Advisory LLC

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GoalVest Advisory - Wealth Management Tailored Just for You 500 0 0 Skip to Content Client Login Open Menu Close Menu Client Login Open Menu Close Menu Sophisticated Guidance. Personal Advice. Named a top wealth management firm in New York by USA Today (2026)*. GoalVest offers boutique, fee-only advisory for high-net-worth individuals and families nationwide. Get Started OUR MISSION: SOPHISTICATED SOLUTIONS. PERSONAL ADVICE. GoalVest Advisory is a boutique wealth advisory firm offering a hands-on, tailored approach for clients with $2 million and more in investable assets. “I founded GoalVest to offer the kind of exclusive investment opportunities and tailored services that were once only available to ultra-wealthy families. Our sophisticated investment process and access to unique offerings, combined with truly personalized support, gives clients access to a new kind of elevated wealth management—without the high barriers of traditional family offices.” SEVASTI BALAFAS, CFA, CPWA® I CEO AND FOUNDER CLIENT STORIES How do I protect my retirement after selling my business ? 1 / 5 RETIRING Learn more How do i Navigate my concentrated stock exposure ? 2 / 5 CORPORATE EXECUTIVE Learn more I'm self-employed, how do I maximize my investment potential ? 3 / 5 NEW INVESTOR Learn more How do I feel confident managing an inheritance ? 4 / 5 INHERITANCE Learn more How do I help mom and dad with their finances ? 5 / 5 MANAGING PARENTS’ FINANCIALS Learn more We combine Tailored wealth mana

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