Goodman Advisory Group, LLC

Brad Barthelemy is a financial advisor at Goodman Advisory Group, LLC with five years of industry experience. He holds a Series 66 designation and has been with Goodman Advisory Group and LPL Financial since 2019. In addition to his advisory role, he is involved in direct sales with Vector Marketing. Goodman Advisory Group provides investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The four-advisor team manages approximately $370 million across 430 client relationships, offering discretionary portfolio management and standalone financial planning with a long-term investment approach complemented by fundamental, technical, and behavioral analysis.

Deborah Goodman is a CFP® with 18 years of industry experience, currently serving as an advisor at Goodman Advisory Group, LLC, where she has worked since 2016. She also has a long tenure with LPL Financial dating back to 2007. Goodman Advisory Group provides investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm manages approximately $370 million across about 430 client relationships, offering discretionary portfolio management alongside standalone financial planning and consulting services.

Steven Goodman is a CFP® with 37 years of experience in financial advising. He is the principal of Goodman Advisory Group, LLC, where he has worked since 2017, following over two decades operating as a registered investment advisor under his own name and more than 30 years affiliated with LPL Financial. Goodman also volunteers to teach retirement-planning seminars and talks without compensation. Goodman Advisory Group is a four-advisor firm managing approximately $370 million for around 430 clients, including individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm offers customized investment management and comprehensive financial planning, employing a generally long-term approach with discretionary portfolio management and standalone financial consulting.

Bernard Lynch is a CFP® professional with five years of industry experience, currently serving as an advisor at Goodman Advisory Group, LLC. His prior roles include positions at LPL Financial, Arcadia Wealth Management, and Fidelity Investments. Lynch provides administrative support to Goodman Advisory Group alongside his advisory duties. Goodman Advisory Group offers investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The four-advisor team manages approximately $370 million, using a combination of internal due diligence and unaffiliated money managers, with a focus on long-term strategies and discretionary portfolio management.

Joseph Rofino Jr. is a financial advisor with Goodman Advisory Group, LLC in Needham, MA, holding a Series 66 designation and 13 years of industry experience. He has been with Goodman Advisory Group since 2017 and is also affiliated with LPL Financial. Goodman Advisory Group provides investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm manages approximately $370 million across about 430 client relationships, offering discretionary portfolio management and standalone planning services with a focus on customized portfolios and ongoing personal contact.

Rosalie Cryan is a CFA® charterholder and holds a Series 66 license, with six years of industry experience. She has been with Goodman Advisory Group, LLC since 2019 and previously worked at LPL Financial, LLC, Boston College, and Goucher College. Goodman Advisory Group provides investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm’s four-advisor team manages approximately $370 million across about 430 client relationships, offering discretionary portfolio management alongside standalone financial planning and consulting services.