Committed | Insightful | Strategic Partners
Who We Are:
Since 1985 Goldman Associates has established a reputation for being client-first and results-driven. Goldman Associates is currently led by Howard “Buddy” D. Goldman, III CLU®, ChFC®, AEP®. Buddy is a third-generation Goldman and the fourth member of his family in this industry. Goldman Associates works with public and private businesses of all sizes, individuals, trusts, foundations and non-profit organizations. The majority of our clients are located in the Mid-Atlantic region; however, Goldman Associates works with clients throughout the United States.
What We Do:
- Insurance & Risk Management
- Estate Planning & Trust Services
- Executive Benefit Plans
- Financial Planning
- Employee Benefits
Who Is Our Client:
Goldman Associates has clients from across the nation, various industries and diverse backgrounds. Whether you are a high-ranking executive, business owner, licensed professional or affluent family we can help you achieve your financial objectives.
What Can You Expect:
It is a privilege to work with our clients. We are committed to our client-first culture and assure our clients that this will be an ongoing process rather than a one-time event. We will ensure that our clients are comfortable with our team, and have all the tools necessary to engage in the planning process and help them achieve their vision.