More than just Advisors, we are Guides Partners Navigators Stewards Advocates Strategists
The Mountain Goat Advantage
planning
THE GUIDES
The financial terrain is treacherous for the unprepared. We act as your seasoned fiduciary trail guides—scouting the path ahead, identifying risks before they appear, charting your unique route, and carrying the heavy load of complexity so you can enjoy the view.
Discipline
THE CLIMB
Reaching the summit doesn't happen by accident. It requires a detailed map and the discipline to stick to it. We reject 'get-rich-quick' shortcuts in favor of a steady, evidence-based ascent designed to weather market volatility and keep you moving upward.
Safety
THE HERD
We don't just manage money; we protect families. Like the herd, our philosophy is built on safety in numbers and defensive planning. We ensure your assets are shielded from predators, taxes, and unforeseen storms, keeping your legacy intact for the next generation.
Why the Mountain Goat?
Nature's ultimate climber knows how to navigate difficult terrain.
1. Sure-Footed Stability
Markets are unpredictable, much like a cliffside. Just as the mountain goat maintains balance on precarious terrain, we structure your portfolio to remain resilient, preventing slips during market downturns.
2. A Higher Perspective
Mountain goats live at heights others cannot reach, giving them a vantage point to see storms before they arrive. We use sophisticated tools to scan the financial horizon, identifying risks others might miss.
3. Disciplined Agility
The path to the top is rarely a straight line. When the terrain shifts, you must adapt. We provide the agility to rebalance your strategy as life changes, ensuring you stay on the most efficient path to your peak.
From Wall Street to the Wasatch Mountains
The Realization
For 18 years, our founder Bobby Goodman managed wealth at Goldman Sachs, executing complex strategies for ultra-high-net-worth individuals. But he realized something was missing. The sophisticated, disciplined planning reserved for the “Wall Street elite” wasn’t making its way to the families who needed it most—the business owners, the retirees, and the savers on “Main Street.”
The Departure
Mountain Goat Wealth Management was born from a desire to bridge that gap. Founded in 2025, we left the big banks behind to build a firm that operates differently.
The Mission
Today, we bring that same high-level discipline to your kitchen table. We don’t just sell products; we build financial architectures designed to withstand the elements, ensuring you can conquer your climb with the same confidence as the largest institutions.
Meet the Mountain Goat Advisors
Robert "Bobby" Goodman
Founder & Financial Advisor
Salt Lake City, Utah
Bobby brings over two decades of institutional wealth experience to the firm. With an MBA from the University of Utah and an Economics degree from BYU, he spent 18 years at Goldman Sachs Private Wealth supporting high-net-worth families. As Founder and Chief Compliance Officer, he leverages that pedigree to build disciplined, sophisticated strategies for our clients.
His extensive background includes previously holding the FINRA Series 7, 9, 10, 4, and 99 licenses. Beyond his technical expertise, Bobby is a natural leader and gifted teacher who uses his vast experience to guide clients with confidence and clarity. He currently holds the Series 65 and insurance licenses in Utah and Texas.
Mountain Goat Hobbies: Mountain Biking, Fishing, Trail Running
Cade Hyde
Financial Advisor
Salt Lake City, Utah
Cade brings a unique “navigator’s” mindset to the team, combining data-driven rigor with a deep commitment to clarity. With a background in Global Supply Chain Management from BYU, he spent 5 years in corporate analytics, mastering forecasting and strategic planning. He now applies that same precision to helping families map their financial future.
However, it is his diligence and thoughtful communication that clients value most. Cade is an exceptional listener who excels at taking complex client anxieties and translating them into clear, actionable financial plans. He holds the Series 65 and insurance licenses in Utah and Indiana.
Mountain Goat Hobbies: Trail Running, Golf, Cycling
Michael Goodman
Financial Advisor
Houston, Texas
Michael approaches wealth management with the patience of a scientist and the diligence of a steward. Holding graduate degrees in Geology from BYU, he spent years as a consultant managing complex oilfield remediation project budgets and risk assessments. This background gives him a unique perspective on long-term resource preservation and navigating “unpredictable terrain.”
Known for his calm demeanor and deliberate approach, Michael is a thoughtful partner who takes the time to truly understand a client’s goals before suggesting a path forward. He brings an organized approach and deep attentiveness to every portfolio he manages. He holds the Series 65.
Mountain Goat Hobbies: Hiking, Disc Golf, Camping