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Business Details
20 Years
experience
Your Trusted Partner for Financial Advisory Services
At Goodman Wealth Management, we specialize in providing comprehensive financial guidance tailored to individual and business needs. With over 15 years of experience in the financial services industry, our team delivers personalized strategies for wealth building, protection, and legacy planning. Our services encompass managed asset programs, estate planning, long-term healthcare solutions, college funding strategies, and insurance planning. We prioritize client relationships through continuous market monitoring and timely portfolio adjustments. As a CERTIFIED FINANCIAL PLANNER professional, Chad Goodman combines his accounting expertise and community engagement to offer objective financial advice.

Our affiliation with LPL Financial grants access to diverse non-proprietary investment options while maintaining independence from product sales pressures. We actively contribute to local organizations including the Bowling Green Kiwanis Club and Warren Regional Juvenile Detention Center advisory committee. Our approach emphasizes transparency, ethical practices, and a commitment to helping clients achieve both financial and personal goals through customized solutions.
Services
Wealth Management Estate Planning Investment Advisory College Funding Strategies Long-Term Healthcare Planning
Details
  • Year established: 2006
Highlights and features
  • CERTIFIED FINANCIAL PLANNER professional with 15+ years of industry experience
  • Offers non-proprietary investment options through LPL Financial partnership
  • Specializes in comprehensive wealth management strategies for all life stages
  • Maintains strict independence from product sales pressures
  • Active community involvement through local advisory board memberships
Associations and certifications
  • LPL Financial
  • FINRA
  • SIPC
Update Listing
Services
Wealth Management
Our wealth management services provide comprehensive strategies for growing and preserving assets. We create customized investment portfolios aligned with your financial goals and risk tolerance. Through ongoing market analysis and portfolio rebalancing, we help clients navigate changing economic conditions while maintaining focus on long-term objectives.
Estate Planning
Estate planning services focus on preserving wealth across generations. We develop strategies to minimize tax liabilities and ensure smooth asset transfer to beneficiaries. Our approach combines legal documentation, trust structures, and insurance solutions to protect your legacy while addressing current financial needs.
Investment Advisory
As registered representatives with LPL Financial, we offer professional investment advisory services with access to diverse market instruments. Our fee-based approach prioritizes client needs through regular portfolio reviews and adjustments. We focus on creating balanced investment strategies that evolve with changing market conditions and personal circumstances.
College Funding Strategies
Our college funding strategies help families prepare for educational expenses through tax-efficient savings vehicles. We analyze financial aid implications and develop customized savings plans that coordinate with overall financial goals. The service includes 529 plan evaluations and alternative funding options to minimize student debt burdens.
Long-Term Healthcare Planning
Long-term healthcare planning addresses potential medical expense risks in retirement. We evaluate insurance options and savings strategies to protect assets from unexpected healthcare costs. Our approach integrates with overall retirement planning to ensure financial security during extended care needs while maintaining quality of life.
People
Chad Goodman
CERTIFIED FINANCIAL PLANNER
Chad Goodman is a CERTIFIED FINANCIAL PLANNER professional with over 15 years of experience in financial services. He holds accounting degrees from Western Kentucky University and previously worked in hotel management before transitioning to financial advising. As owner of Goodman Wealth Management, he specializes in comprehensive financial planning for individuals and businesses.
Questions
What services does Goodman Wealth Management offer?
We provide wealth management, estate planning, investment advisory services, college funding strategies, and long-term healthcare planning solutions for individuals and businesses.
Are you affiliated with any financial institutions?
We operate as independent financial advisors through LPL Financial, a registered investment adviser and member of FINRA/SIPC, with no proprietary product requirements.
What qualifications does Chad Goodman have?
Chad Goodman is a CERTIFIED FINANCIAL PLANNER professional with a Bachelor of Science in Accounting and Masters of Professional Accountancy from Western Kentucky University.
Which areas do you serve?
We primarily serve clients in Alabama and Kentucky, providing financial advisory services to both individuals and businesses in these states.
How are investment decisions made?
We create personalized investment strategies based on your financial goals, risk tolerance, and market conditions, with access to diverse non-proprietary investment options through LPL Financial.
What makes Goodman Wealth Management different?
Our approach combines certified financial planning expertise, community involvement, and independence from product sales pressures to provide objective, client-focused financial advice.