What departments does Goldstein Advisors have?

Goldstein Advisors has employees across 3 departments including Finance, Customer Success, Banking.

What is the largest department at Goldstein Advisors?

The largest department at Goldstein Advisors is Finance with 3 employees.

Where are Goldstein Advisors employees located globally?

Goldstein Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Goldstein Advisors's team size changed over time?

Goldstein Advisors's team has remained stable from approximately 14 to 14 employees based on available data.

Goldstein Advisors Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

Goldstein Advisors is a financial services firm based in Madison, Wisconsin, offering comprehensive financial planning services. Its team collaborates across retirement, tax, education, charitable giving, estate, insurance, and small business planning, as well as business exit strategies, to develop personalized plans aligned with clients’ current needs and future goals. The firm emphasizes building ongoing, trusted relationships and guiding clients through a complex financial landscape by integrating expertise and continuing education into its advisory approach.

The company operates as an advisory and brokerage-supported practice, with securities offered through Kestra Investment Services, LLC, and investment advisory services provided by Goldstein Advisors, LLC. It positions itself to serve individuals and small businesses seeking coordinated planning across various financial domains, leveraging decades of experience to support clients from daily lifestyle considerations to long-term legacy planning.

Goldstein Advisors Global Highlights

North America
26

United States Of America
26

Goldstein Advisors's Leadership

M. G.
Director Of Advisory Services & Financial Planner At Goldstein Advisors
Mobile Phone
Email
A. G.
Director Of Advisory Services & Financial Planner At Goldstein Advisors
Mobile Phone
Email
J. K.
Client Service Manager
Mobile Phone
Email
C. A.
Client Services Manager
Mobile Phone
Email
D. S.
Financial Planner
Mobile Phone
Email
J. G.
Financial Services Coordinator
Mobile Phone
Email

Goldstein Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other
Business

Contact profiles from Goldstein Advisors

Name

Title

Contact

Location

Last Update

M. G.
Director Of Advisory Services & Financial Planner At Goldstein Advisors
Mobile Phone
Email
Jun 08, 2026
A. G.
Director Of Advisory Services & Financial Planner At Goldstein Advisors
Mobile Phone
Email
May 12, 2026
J. K.
Client Service Manager
Mobile Phone
Email
Oct 17, 2024
C. A.
Client Services Manager
Mobile Phone
Email
Jun 10, 2026
D. S.
Financial Planner
Mobile Phone
Email
Oct 23, 2024
J. G.
Financial Services Coordinator
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Goldstein Advisors known for?

Goldstein Advisors was founded in 1998 operates in the Financial Services industry. Explore Goldstein Advisors's company overview page for more information.

What is Goldstein Advisors's most common email format?

Goldstein Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Goldstein Advisors email formats with LeadIQ.

How many employees does Goldstein Advisors have currently?

Goldstein Advisors has approximately 16 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Goldstein Advisors's key employees and leadership?

As of August 2026, Goldstein Advisors's key employees include:

Director Of Advisory Services & Financial Planner At Goldstein Advisors: M. G.
Director Of Advisory Services & Financial Planner At Goldstein Advisors: A. G.
Client Service Manager: J. K.
Client Services Manager: C. A.
Financial Planner: D. S.

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Goldstein Advisors Employee Directory

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