Goodrich Wealth Planning

Goodrich Wealth Planning is a financial planner in St. Petersburg, Florida. The firm helps individuals and families make confident financial decisions by aligning their wealth with what matters most, and its work spans structured process, analytical insights, and personalized guidance. Its advisors serve corporate executives, families and individuals, healthcare professionals, and women investors, with a stated approach to wealth management for physicians and attention to the challenges women face as investors. The practice is led by Sean Goodrich, CFP, CWS, Private Wealth Advisor and Chief Executive Officer, alongside Joe Godbout, Director of Planning; David Mevoli; Alicia Godbout, Director of Operations; and Haille Hillsman, Client Service Associate and Client Relationship Manager. The team also includes Moose, a certified therapy dog. Goodrich Wealth Planning holds a rating of 5.00 from 4 reviews.

The firm describes its work as helping clients manage their financial success and address their wealth with specialized support tailored to individual needs. Its advisors work with sophisticated investors seeking portfolio and investment advice, and the practice maintains relationships with outside professionals, including Chip Bauder, J.D., CPWA, Vice President and Director of Private Wealth for Wealth Planning and Global Wealth Solutions; Dana Baines, Vice President of the Private Institutional Client Desk; and Chris Fluehr, CFP, Trust Consultant. The team frames its guidance around life's changing milestones, such as starting a business, having children, or retiring.

The office is on 2nd Ave S in downtown St. Petersburg, a block from the Saint Petersburg Saturday Morning Market and Al Lang Stadium, and about the same distance from The James Museum of Western and Wildlife Art and Pioneer Park. The St Petersburg Sailing Center is roughly a quarter mile away.

Goodrich Wealth Planning holds a 5.00 rating from the customers who have reviewed it, reflecting the experience clients report with the practice. For individuals and families in St. Petersburg weighing decisions about their financial future, the firm pairs a credentialed advisory team with a downtown office in the heart of the city.