Broker Check

Why We're Different

At Goldsmith & Associates we have created a firm that focuses on the Big picture, looking at your entire financial overview to help create a plan for you. We have brought our skills of Taxation and Accounting and are able to use that in coordination with Financial Advising

Not only can we analyze whether you personally or your business are running tax efficiently but are able to make sure that you are tax efficient in the process of building wealth and planning for retirement. We have taken position that a comprehensive tax-smart approach to achieving an individual’s financial and life goals may yield better results in the long run. 

There are many accounting firms in the area as well as financial advisors; what is unique about Goldsmith & Associates is that we handle both, we know that taxation and financial advising go hand in hand. Which combined with our customer service and get to know you approach, building a relationship with you personally helps us better advise you.   

Client Relationships

At Goldsmith & Associates, what makes us different is what makes us great at what we do. As a firm, we are:

  • Client Centric: As our client, you will be our number one priority. We will take the time to get to know you, and build a relationship that fosters trust and understanding. We can’t help you reach your goals, without having a clear understanding of why those goals exist in the first place. Other firms view their clients as a number. At Goldsmith & Associates, our clients are everything.
  • Comprehensive: This word gets thrown around quite a bit in our industry. We get it. But when it comes to the services we provide, there is no better word to describe what we do. As an accounting firm that also offers financial planning, we provide complete financial solutions to your most complicated issues - all under one roof.
  • Respectful: As our client, your time and money is just as valuable as ours is. We will always put your needs above our own, and will respect your finances and dreams for the future in the same way.
  • Transparent: You will never be left in the dark when it comes to your financial well being. Our team will be upfront with you regarding your plan’s performance, and will provide you with access to your plan via industry-leading software.

Bottom line? Our firm's primary focus is on establishing a strong, personal relationship with each individual and business we serve. We are committed to seeing them succeed in their business, finance, and taxation goals. Give us a call today, and come experience for yourself, the Goldsmith & Associates difference.