Robert Goldberg
My Mission Statement
By combining thoughtful planning with the capabilities of Morgan Stanley, I strive to provide guidance that helps clients make smarter decisions today while building confidence in the future they are working toward.
My Story and Services
I earned a Bachelor of Science in Informatics with a Business Cognate from Indiana University, where I developed an early interest in the intersection of technology, markets, and business strategy.
Before joining Morgan Stanley, I built a strong foundation working with early-stage companies and investment platforms. I was a member of the investment team at the Disability Opportunity Fund, where I helped identify and evaluate investment opportunities across sectors including technology, healthcare, education, and consumer products. My responsibilities included sourcing investments, conducting diligence, supporting portfolio companies, and helping expand the firm’s venture portfolio.
I later worked alongside LionTree Capital on the development of a large investment platform focused on disability innovation, wellness, and healthcare. In that role, I supported portfolio analysis, investment sourcing, and fundraising efforts while gaining exposure to institutional capital formation and long-term investment strategy.
These experiences have helped shape how I think about opportunity and risk across both private and public markets, and use this knowledge and perspective to bring to bring to clients a perspective from this experience that they haven’t seen which helps me add value to the client relationship.
NMLS#: 2807824
My Clients
My clients are at the core of everything I do as a financial advisor. I believe that my success is measured not only by my clients' financial health but their overall satisfaction with the service I provide.
My clients come from all walks of life and have diverse financial needs and goals. Regardless of their situation, I am committed to providing each client with the personalized attention and support they need to achieve their financial objectives.
Individuals
You worked hard to build your wealth and I'm here to help. I understand that managing your finances can be overwhelming especially when you have multiple goals and competing priorities. That's why I offer comprehensive financial planning designed to help you create a roadmap for your financial future.
Families
You worked hard to build your wealth and I'm here to help. I understand that managing your finances can be overwhelming especially when you have multiple goals and competing priorities. That's why I offer comprehensive financial planning designed to help you create a roadmap for your financial future.
Entrepreneurs & Business Owners
Owning a business can add extra complexity to managing your finances. I work with entrepreneurs and owners through every stage of growth in both their personal life and business endeavors.
Corporate Executives
As a corporate executive with concentrated positions, you may have to consider a different approach to diversifying your assets. I work closely with corporate executives to guide them though their concentrated wealth and incorporate their positions within their financial plan.
Working With You
From buying a home to rolling over your 401(k) to leaving a lasting legacy, I'm are here to answer your financial questions and implement the best strategies for your specific goals and circumstances. Here are just some of the questions I help clients answer every day.
Life is constantly changing. How do I prepare for a more secure future knowing that certain events – like a divorce or a death in the family – can dramatically impact my plans?
I have assets spread across multiple organizations and platforms. How do I get organized and simplify my financial life? Learn more
Have I saved enough for retirement so I can maintain my current lifestyle without worrying I'll run out of money? What is the best way to re-invest my 401(k) when I get ready to leave my company and retire?
Life's risks can reveal themselves in many ways – from loss of life to loss of health. How do I protect myself and my family from life's unknowns?
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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