Holistic Financial Guidance in San Diego, CA

Integrated Wealth Planning & Advisory Services

At Goodworks Associates, we align investment strategy, financial planning, and risk management to help you safeguard wealth and build a future with confidence.

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10+ Years Experience
98% Client Satisfaction
100% Fiduciary Commitment
Goal-Based Planning
Client-Centric Approach
Risk Management
Investment Insight

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Serving San Diego and Beyond with Strategic Financial Solutions

Goodworks Associates is a fiduciary advisory firm committed to delivering comprehensive wealth management for families, entrepreneurs, and nonprofits across Southern California.

Our mission is to provide objective guidance that blends sophisticated investment research with practical financial planning. Decades of experience and deep market insight allow us to anticipate risk, uncover opportunity, and keep our clients prepared for every stage of life.

Whether you need retirement planning, sustainable investment strategies, or guidance through complex financial events, Goodworks Associates partners with you to design a clear, actionable path forward.

10+
Years Experience
150+
Satisfied Clients
100%
Client-Focused Planning
Our Services Contact Us
About Goodworks Associates
Excellence Award
Wealth Management 2024

How We Work

Our four-step advisory process delivers clarity, accountability, and proactive guidance every step of the way

Step 1

Discovery & Alignment

We begin with an in-depth conversation to understand your goals, obligations, and values while reviewing your current financial picture.

Step 2

Strategic Planning

We develop a tailored financial roadmap that prioritizes near- and long-term objectives, tax efficiency, and risk management.

Step 3

Implementation

We implement your strategy—coordinating account transitions, investments, and protection strategies—while keeping you informed.

Step 4

Ongoing Review

We monitor progress, adjust as life evolves, and meet regularly to ensure your plan stays aligned with your goals.

Collaborative Financial Partnership

At Goodworks Associates, every client receives personalized guidance from seasoned advisors who learn your goals, timelines, and priorities before building a plan.

Our collaborative model keeps you informed at every step while we translate complex markets into clear, actionable strategies.

  • One-on-one discovery consultations
  • Ongoing portfolio and plan reviews
  • Direct access to your advisory team
  • Customized wealth solutions

Comprehensive Wealth Planning

Our integrated process covers every aspect of your financial life—from cash-flow analysis and investment strategy to tax efficiency and legacy planning.

We coordinate with your legal and tax professionals to ensure every recommendation works together to support long-term objectives.

  • Financial assessment and goal mapping
  • Customized wealth roadmap development
  • Ongoing portfolio management
  • Regular strategy reviews and adjustments

Disciplined Investment Management

We apply rigorous research and proprietary analysis to construct portfolios that balance growth opportunities with downside protection.

Your allocation remains aligned with your goals through ongoing monitoring, tactical adjustments, and risk-aware rebalancing.

  • Strategic asset allocation design
  • Fundamental and quantitative research
  • Institutional-quality portfolio tools
  • Continuous performance oversight

Transparent Fee Structure

Receive clear, upfront guidance on advisory fees with no hidden costs. Our structure is designed to align our success with yours.

We provide detailed proposals outlining services, deliverables, and pricing so you always understand the value you receive.

  • Free initial consultation
  • No hidden fees or commissions
  • Competitive industry rates
  • Flexible payment options

Professional Fiduciary Standards

Work with an advisory team that operates under a strict fiduciary duty, prioritizing your interests in every recommendation and decision.

Our advisors maintain industry credentials, continuing education, and rigorous compliance processes to protect your assets and privacy.

  • Independent advisory oversight
  • Certified financial professionals
  • Robust compliance monitoring
  • Strict client confidentiality

Advisory Services

Integrated financial guidance tailored to your goals

Wealth Management

Institutional-quality portfolio construction, disciplined rebalancing, and ongoing monitoring aligned with your risk profile.

Financial Planning

Cash-flow analysis, retirement planning, and tax-efficient strategies tailored to your family's milestones.

Annual or project-based engagements

Risk Management

Insurance reviews, liability analysis, and contingency planning to protect your assets from unexpected events.

Business Advisory

Succession planning, retirement plan consulting, and capital strategies tailored to closely held businesses.

Philanthropy & Legacy

Charitable giving strategies, estate coordination, and trust planning that reflect your values and long-term vision.

350+
Households Advised
97%
Client Retention
20+
Years in Practice
$850M
Assets Under Guidance

Frequently Asked Questions

Answers to common questions about our planning process, services, and ongoing support

What services do you provide?

Goodworks Associates delivers comprehensive wealth management, financial planning, business advisory, and legacy planning for individuals, families, and enterprises.

How do you structure fees?

We operate on a transparent, fee-based model. Most engagements include assets-under-management fees paired with flat-fee planning or project work when appropriate.

Will you coordinate with my other advisors?

Absolutely. We collaborate with your CPA, attorney, and other professionals to ensure each strategy is aligned and implemented efficiently.

How often will we meet?

We meet with clients at least quarterly and provide interim reviews whenever life events or market changes warrant updates. You also have ongoing access to reach us as questions arise.

What is your investment philosophy?

We believe in diversified, evidence-based portfolios paired with tactical flexibility and rigorous risk oversight. Each allocation is customized to your goals and reviewed regularly.

Trusted Financial Partners

Build a Confident Financial Future

Join hundreds of clients who rely on Goodworks Associates to navigate markets, simplify decisions, and achieve meaningful outcomes for their families and businesses.

Proactive Communication

Scheduled reviews and real-time updates keep you informed when markets or life events change.

Fiduciary Standards

Independent advice backed by rigorous compliance and institutional-quality resources.

Fiduciary Commitment
Financial advisory illustration
4.9 Satisfaction
350+ Families

Goodworks Associates created a disciplined plan that aligned our investments with upcoming business milestones. Their proactive guidance kept us focused during market swings.

Robert Johnson

Chief Financial Officer

Their team consolidated our accounts, optimized taxes, and delivered reporting our board can actually use. We feel confident about every strategic decision.

Sarah Wilson

Nonprofit Executive Director

After interviewing several firms, Goodworks Associates delivered the holistic planning we needed—integrating our trust, investments, and charitable goals seamlessly.

Jennifer Davis

Family Foundation Chair

Goodworks Associates guided our business transition and ensured proceeds were invested wisely. Their execution was seamless from planning through implementation.

Michael Brown

Business Owner

Professional, responsive, and always prepared. Goodworks Associates has become an essential partner in our ongoing financial stewardship.

David Miller

Philanthropic Advisor

Our Advisory Team

Meet the fiduciary professionals dedicated to your financial success

James Wilson, CFP®

Managing Partner

Leads firm strategy, portfolio design, and multi- generational planning after more than two decades advising high-net-worth families.

Emily Reynolds, CPA

Director of Financial Planning

Specializes in complex tax strategies, equity compensation, and cash-flow modeling for business owners and executives.

Daniel Chen, CFA

Director of Investments

Oversees research, manager due diligence, and tactical allocation decisions across public and private markets.

Olivia Thompson

Client Experience Manager

Ensures onboarding, service requests, and communications are handled with care while coordinating with partner professionals.

Jason Parker, ChFC®

Senior Wealth Advisor

Partners with families on retirement income, estate transfer, and philanthropic strategies tailored to their values.