ABOUT US
It’s an honor to serve.
About Us
It’s inevitable. The more your interests expand, the sooner you run out of things to talk about with your pals who plan to retire at 65 with a corporate-issue 401(k). Your success has vaulted you into the minuscule fraction of Americans who run (or ran) highly profitable ventures, and it can be a lonely place up here if we let it.
I saw it firsthand when I owned and operated a private music studio (yep, my professional career began in classical music). At the time, I was directing ensembles that appeared on The Today Show as well as with country singer Kenny Rogers and major ensembles such as the Boston Symphony and the National Symphony Orchestras. All of a sudden, I was in a bubble of folks who had “made it,” and I quickly realized that didn’t mean they had figured it all out—especially when it came to their finances and entrepreneurial pursuits. Slowly, I followed my curiosity and ended up swapping a career in music for one in money.
Now, beyond helping successful entrepreneurs grow and protect their wealth, I see Goldfin Group as a space to bring others like us together. Many of my clients meet annually for an in-person summit, and nearly all of us stay connected in other ways throughout the year. It’s a community that celebrates, commiserates, and ideates in a way that only we can. It’s been a godsend for many of us, and I hope it will be for you, too. Care to join us?
We stand behind our values.
Connection
You’re unique, and we like that about you. It means that we get to hear what you need and what you value. And when you call us, we answer. In other words, we think you deserve to talk to a person, not a menu.
Clarity
We value transparency in our partnerships and interactions. We respect established processes proven to give great results. And we pride ourselves in cutting through jargon so that you’re always in the know.
Competence
In addition to his experience as a financial advisor and mentor to others in the industry, Ryan is a CERTIFIED FINANCIAL PLANNER™ professional. This credential is one of the most prestigious in the world of financial planning.
Credibility
This isn’t our first rodeo. We bring years of collective experience, not only in wealth management, but in partnering with successful business owners.
Confidentiality
Sometimes family and business relationships are complicated. Your trust is not something we take lightly. You can count on the fact that all of our conversations are confidential.
We’d like to know you.
In the meantime, here’s a little more about us.
RYAN GUTH
Founder of Goldfin Group, consultant, wealth manager, CERTIFIED FINANCIAL PLANNER™ professional, and author
CAT LINDSAY
I’m a list-maker who likes rules and regulations, processes and procedures. That reads like something one working in the finance sector just says in order to sound good. But in my case, it’s true, and it’s just one reason why I feel so comfortable in my role as Client Service Director with Goldfin Group.
HEADQUARTERS:
Albuquerque, NM