Carl Goodin

CFP®

Financial Planning Associates, Inc.

President

Carl Goodin

CFP®

Financial Planning Associates, Inc.

President

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - Carl Goodin, CFP®

Carl Goodin is a St. Louis, MO Fee-Only Financial Planner located in Ellisville and serving clients across the country. Financial Planning Associates, Inc. has helped families and individuals accomplish their financial goals for more than twenty-five years by using the Financial Planning Process as a starting point for establishing and maintaining an appropriate action plan.  Carl Goodin is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Carl Goodin, a NAPFA-Registered CERTIFIED FINANCIAL PLANNER(R) Professional is President of Financial Planning Associates, Inc., a Missouri Registered Investment Adviser serving clients in cities across the United States, including Charlotte, Dallas, Houston, St Louis, St Charles, Town and Country, Richmond Heights, Chesterfield, Manchester, Eureka, Wildwood, Ballwin, Grover, Pond and Ellisville. We have been helping our clients accomplish their financial goals for more than twenty-five years by using the Financial Planning Process as a starting point for establishing and maintaining an appropriate action plan and by using Markowitz Mean Variance Portfolio Optimization to manage investment risks. 

Carl Goodin's fiduciary obligation is governed by:

  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Financial Planner (CFP)

Financial Planning Associates, Inc. is a Missouri Registered Investment Adviser offering asset management and personal financial planning services on a fee only basis. The firm’s principal executive officer is Carl D. Goodin, President.

We believe that EVERYONE needs to have an informed, coordinated personal financial plan. The plan should reflect the values and aspirations of the individual, or couple. An objective and insightful planning adviser can add wisdom and efficiency to the process.

With regard to investment policy, our emphasis is on helping our clients manage risks – all of them. We have studied capital markets for many years. Our experience can help our clients understand the likely results of their investment choices and avoid unnecessary volatility.

We believe that in a personal service business, small is beautiful. Big businesses can have difficulty delivering truly individualized services. Our business is small, and personal. We know our clients.

Small and well-connected is really beautiful. Delivering excellent client service in the 21st century requires relationships with strategic associates, such as Schwab Institutional, Advicent Solutions, Morningstar, and TradeWarrior. Our associates become your associates, our resources become your resources.

Our approach to personal service is…personal. Your situation, your goals, and your values are unique. The best answers to your questions are those which recognize your uniqueness.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • FeeOnly Financial Planning
  • Retirement Planning
  • Investment Management
  • Wealth Management
  • Business Planning
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Medical Professionals
  • Entrepreneurs & Business Owners
  • Lawyers, Accountants, Educators
  • Sudden Money Situations
  • Young Families

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Carl Goodin is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Carl Goodin is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Carl Goodin is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Carl Goodin

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • 300 Ozark Trail Drive
    Suite 215
    Ellisville, MO 63011

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser