Goldstein Advisors

Goldstein Advisors Goldstein Advisors has assembled a team of financial planners that have the expertise and experience for all your financial planning needs.

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA /SIPC
Investment advisory services offered through Goldstein Advisors, LLC
Goldstein Advisors, LLC and Bluespring Wealth Partners LLC are affiliates of Kestra IS. Investor Disclosures. Check the background of this firm on FINRA's BrokerCheck. Goldstein Advisors, LLC is registered as an investment adviser with the

SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. Content on this website should not be construed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. A professional adviser should be consulted before implementing any of the strategies presented.

New Leadership Chapter for Goldstein Advisors: Jon Goldstein Named Chairman, Andy Peters Promoted to CEOGoldstein Adviso...
07/28/2025

New Leadership Chapter for Goldstein Advisors: Jon Goldstein Named Chairman, Andy Peters Promoted to CEO

Goldstein Advisors, a trusted leader in wealth management and financial planning, announced the promotion of Andy Peters to the role of Chief Executive Officer. Jon Goldstein, the firm’s founder and longtime CEO, will assume the role of Chairman. As such, Goldstein will continue to provide strategic guidance and leverage his expertise and experience for many of the firm’s clients.

The leadership transition reflects a planned evolution for the firm, which has seen sustained growth and client success under Goldstein’s leadership. The promotion of Peters to CEO positions Goldstein Advisors for continued momentum, innovation, and client-centered excellence. “Now is the perfect time for this transition, as Goldstein Advisors stands stronger than ever and is ready to seize new opportunities in a rapidly evolving financial landscape,” said Goldstein. “This move ensures we continue to lead with vision and agility, building a future where our clients thrive with unmatched support.”

Peters brings a strong track record of leadership within the firm along with a deep commitment to its mission and values. As CEO, he will oversee the firm’s strategic direction and day-to-day operations with a focus on driving growth, innovation, and enhancing the client experience. “At Goldstein Advisors, our strength lies in our dedicated team and time-tested processes, which consistently deliver clarity and confidence to our clients,” said Peters. “I’m honored to lead a group that is so committed to excellence and ensuring we continue to provide exceptional financial planning rooted in trust and expertise.”

Goldstein expressed complete confidence in Peters’ ability to guide the firm forward.
“Andy Peters is the ideal leader to guide Goldstein Advisors forward because he brings a rare blend of strategic insight, client dedication, and innovative thinking,” said Goldstein. “His proven track record and deep commitment to our mission make him the perfect choice to steer our firm into its next chapter of success.”

About Goldstein Advisors
Goldstein Advisors is a Madison-based financial planning firm dedicated to helping individuals and families navigate life’s financial complexities with clarity and confidence. The firm is known for its personalized approach, disciplined processes, and enduring client relationships that support long-term financial success.

We’re excited to introduce you to Bailey Greene, our Goldstein Advisors and Bluespring Wealth Partners Summer Intern! Ba...
06/26/2025

We’re excited to introduce you to Bailey Greene, our Goldstein Advisors and Bluespring Wealth Partners Summer Intern!

Bailey is kicking off his internship with enthusiasm and a desire to grow in the financial industry. He is a senior at the UW–La Crosse where he majors in Finance with a Personal Finance Concentration. He is eager to learn from our dedicated and well-versed team and with a cohort of other Bluespring Wealth Partners interns across the country.

A passionate Wisconsin sports enthusiast, Bailey, finds golf amongst his favorites because ‘it’s something that you can always practice but won’t be able to perfect.’
Welcome to the team Bailey!

More on the Bluespring Wealth Partners Internship:
https://www.bluespringwealth.com/advisor/news/bluespring-summer-intern-reflections

Congratulations to Andy Peters, CPA, our Partner and Financial Planner, on his inclusion in AdvisorHub’s 2025 ranking of...
06/23/2025

Congratulations to Andy Peters, CPA, our Partner and Financial Planner, on his inclusion in AdvisorHub’s 2025 ranking of “Advisors to Watch." This award is a testament to the amazing work the team at Goldstein Advisors continues to do for our clients each and every day.

https://www.advisorhub.com/advisors-to-watch-under-1b-2025/

This ranking was based on 2024 data and was distributed on 6/12/25 by Advisor Hub. No compensation was paid directly or indirectly by the advisor to obtain this ranking.

We’re nearing the halfway point of the year, which is a perfect time to pause, review your financial progress, and make ...
05/23/2025

We’re nearing the halfway point of the year, which is a perfect time to pause, review your financial progress, and make sure your goals are still on track. Whether you’re adjusting to life changes or want a second look, the team at Goldstein Advisors is here to help you confidently plan for the future.

At Goldstein Advisors, we understand that financial planning can seem overwhelming. That's why we're committed to simpli...
05/21/2025

At Goldstein Advisors, we understand that financial planning can seem overwhelming. That's why we're committed to simplifying the process for you. Our team works closely with you to create a personalized strategy that aligns with your goals and values. From investment management to retirement planning, we're here to guide you every step of the way.

Educators dedicate their careers to shaping futures, but the path isn't always clear when it comes to their financial fu...
05/19/2025

Educators dedicate their careers to shaping futures, but the path isn't always clear when it comes to their financial future. We understand the complexities academic professionals face and offer tailored guidance to connect your retirement options, tax strategy, and estate goals into a plan that grows with your career.

Your commitment to caring for others is unmatched, and your financial future should be just as strong. At Goldstein Advi...
05/16/2025

Your commitment to caring for others is unmatched, and your financial future should be just as strong. At Goldstein Advisors, we specialize in supporting healthcare professionals with personalized retirement planning, strategic tax planning, and estate guidance built for your career path.

At Goldstein Advisors, we believe in building lasting relationships. Our team collaborates with you to create a personal...
05/14/2025

At Goldstein Advisors, we believe in building lasting relationships. Our team collaborates with you to create a personalized financial plan that aligns with your unique goals and aspirations.

Happy Mother’s Day! To every mom balancing family, work, caregiving, and everything in between, especially those on our ...
05/11/2025

Happy Mother’s Day! To every mom balancing family, work, caregiving, and everything in between, especially those on our team helping others plan their financial future, your dedication inspires us.

Today and every day, we say thank you! 💐

Retirement isn’t a finish line; it’s your next great chapter. At Goldstein Advisors, we tailor your plan to your persona...
05/09/2025

Retirement isn’t a finish line; it’s your next great chapter. At Goldstein Advisors, we tailor your plan to your personal goals, helping you transition into retirement with a clear income strategy, strategic tax planning, and long-term support. Whether you’re five years out or planning to retire soon, we’re here to help you move forward with peace of mind!

Short-term market changes are part of the journey but shouldn’t determine your destination. Our team of financial planne...
05/07/2025

Short-term market changes are part of the journey but shouldn’t determine your destination. Our team of financial planners at Goldstein Advisors can help you focus on what truly matters: building a financial plan designed to support your long-term goals, retirement lifestyle, and legacy.

Small businesses are the backbone of our economy and the heart of our communities. We understand the drive it takes to g...
05/04/2025

Small businesses are the backbone of our economy and the heart of our communities. We understand the drive it takes to grow a business. While you focus on your craft, we’re here to help build the financial foundation behind it with retirement strategies, tax planning, and estate planning tailored for business owners.

Address

1241 John Q Hammons Drive, Suite 302
Madison, WI
53717

Opening Hours

Monday 8am - 5:30pm
Tuesday 8am - 5:30pm
Wednesday 8am - 5:30pm
Thursday 8am - 5:30pm
Friday 8am - 3pm

Telephone

+16088313230

Website

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