I've been in financial services since graduating from West Chester University in 2012, when I started as an intern at National Penn Bank. Since then, I've gone on to work for PNC Bank, Vanguard, and most recently started an RIA with my business partner and friend, John Gormley. I also received my MBA from Villanova University in May of 2020.
Goshen Capital is concerned with two things: making sure you understand how and why you're paying us, and providing the most objective, honest advice we can. We take our roles as fiduciaries very seriously. We make every effort to provide upfront, transparent, and fair prices for the services we offer, and clearly communicate why we're worth it.
We view our roles in your financial life not just as advisors, but as educators, giving you the knowledge necessary to make good financial decisions at all times in your life, not just when you talk to us.
So if you're looking for an advisor promising outsized returns or "secret" retirement income solutions, move on to the next advisor. If you want an advisor here to educate, inform, and put your interests first, then pick up the phone and give us a call and see how we can help you.
|Firm Start Year:||1923|
|Number of Years with Current Firm:||1|
Goshen Capital, LLC
Co-Founder & CEO, October 2022-Present|
The Vanguard Group, Inc
Equity, ETF, and Options Trader, October 2021-October 2022 Derivatives Oversight Sr. Analyst, May 2020-October 2021 Derivatives Analyst, March 2017-May 2020 Sr. Sales Consultant, January 2016-March 2017
PNC Financial Services Group, Inc Financial Specialist, August 2014-January 2016
National Penn Bank, Inc Account Executive, Feb 2013-August 2014 Intern, June 2012-Feb 2013
|Advisory Services Provided:||Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses|
|Investment Types:||Exchange Traded Funds (ETFs), Bonds, Options & Futures, Commodities, Stocks, Mutual Funds, Alternative Investments|
|Can meet clients in the following ways:||Your Home, Our Office, Phone, Email, Your Office, Video Conference|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Based on Assets, Hourly, Flat Fee|
|Fee % Based on Assets:||.5%-1%|
|Additional Details on Charges:||
Up to $1,000,000: 1%
$1,000,000 - $3,000,000: .75%
Over $3,000,000: .5%
Financial planning charged separately in some cases depending on complexity.
|Bachelor of Arts||West Chester University
|Masters of Business Administration||Villanova University
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Additional Detailed Disclosures
Registered Investment Advisor:
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
AWMA®, CASL®, CFP®, CRPS®, CRPC®, ChFC®
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