Fiduciary Wealth Advisors

Every great climb
needs a guide who
knows the route.

Mountain Goat Wealth Management is a wealth management firm guiding families through the financial climb to retirement. Founded by a Goldman Sachs veteran who got tired of Wall Street only serving Wall Street.

Built for professionals and pre-retirees ready to conquer their climb to retirement.

Book Your 30-Minute Discovery Call → How it works
Video call
No obligation
No prep needed
Mountain climber on trail
5.0 ★★★★★ Google Reviews
CFP® Founder, Bobby Goodman
Fiduciary Acting in Your Best Interest
20+ yrs Combined Experience
Is this you?

You've worked too hard to leave your retirement to a guess.

Select the ones that sound familiar. The good news: every single one is solvable with a plan, and a 30-minute video call is enough to know where you stand.

Our response:

Book Your 30-Minute Discovery Call →
30 minutes
No obligation
No prep needed
Millcreek Canyon overlook
"At the overlook, staring down at the valley, it just clicked. These are the people we want to help."
— Bobby Goodman, Millcreek Canyon, Spring 2024
Mountain goat on rocky terrain
The Mountain Goat Story

Born on a Trail Run in
Millcreek Canyon

For 18 years, I was good at my job at Goldman Sachs. Really good. But somewhere between the long hours, the frantic pace, and the ultra-high-net-worth clients who expected the world, I realized something was missing. I wasn't helping people in any way that felt meaningful. I had 18 years of experience, and I was spending it on people who needed it least.

On a Saturday morning in the spring of 2024, my friend Cade Hyde and I set out on a 10-mile trail run through Millcreek Canyon. We'd been talking about the idea the whole way — somewhere between Elbow Fork and Rattlesnake Trail, between climbs. Then we hit the Overlook. Salt Lake Valley spread out below us, perfect morning light, the whole valley visible in every direction. That's where it sank in. Mountain Goat Wealth Management was born at 7,000 feet, staring down at the families we wanted to help.

The name came naturally. Our running group had always called themselves the Mountain Goats. Nimble. Agile. Comfortable on steep terrain. It felt right for a firm built to guide people through one of life's most challenging climbs. I brought the Wall Street discipline. Cade brought marketing and analytics. Together we built the firm I had always wished existed.

We are fiduciaries — legally required to act in your best interest. Full stop. Book Your 30-Minute Discovery Call →
Complimentary
No commitment
Flexible scheduling

Learn More About Us

Overview of Mountain Goat Wealth Management

Overview of Mountain Goat Wealth Management

Who we are, what we do, and why we built this firm, in under two minutes.

The 9-Step Mountain Goat Climb to Retirement

The 9-Step Mountain Goat Climb to Retirement

Our proprietary framework for guiding clients from where they are to a retirement they can count on.

The Advisors

Bobby Goodman
Bobby Goodman
Founder · CFP®
Salt Lake City, UT
Cade Hyde
Cade Hyde
Financial Advisor
Salt Lake City, UT
Michael Goodman
Michael Goodman
Financial Advisor
Houston, TX
Learn more about our advisors →
Discover Our Unique Methodology
The 9-Step Mountain Goat Climb to Retirement

Our proprietary framework for conquering your climb to retirement.

The 9-Step Mountain Goat Climb to Retirement infographic preview
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Quick Takes

Trail Advice from the Mountain Goats

Real answers to the questions real people are asking about retirement and investing.

What Is an Income Structured Note?
A plain-language breakdown of one of the most powerful income tools available to investors today.
Is Your Old 401(k) Just Sitting There?
How to find lost retirement accounts from past employers and what to do next.
5 Ways to Invest for Income
Practical strategies designed to generate reliable cash flow from your portfolio.
View All Videos on YouTube →
What We Do

One Relationship. Everything Covered.

We build a strategy around you, then use the right tools to execute it.

"One relationship. One strategy. One confident retirement."

01
Wealth Management
Building your investments to support you on your climb.
Includes
  • Investment Management
  • Structured Notes
  • 401(k) Optimization
02
Retirement Planning
Planning the route to conquer the climb.
Includes
  • 9-Step Climb to Retirement
  • Tax-Efficient Withdrawal Strategy
  • Social Security Timing
03
Protection
Ensuring one bad day on the trail doesn't cost you everything you've built.
Includes
  • Life Insurance
  • Annuities
  • Long-Term Care
Book Your 30-Minute Discovery Call →
See which services are right for you
No obligation
What Actually Happens

A 30-minute video call.
Here's the entire script.

We believe the fastest way to earn your trust is to show you exactly what happens before you commit to anything. So here's the entire 30-minute video call, minute by minute.

Our promise. If at any point on the call it's clear we aren't the right fit, we'll say so — and where we can, point you toward someone who is. Your time is worth more than our pipeline. We are fee-based, meaning we charge a set percentage of assets managed. We'll tell you the exact number in the first 30 minutes.
$2,500 No cost
90 min Length — yours is 30
Pitch No sales pressure
Book Your 30-Minute Discovery Call →
No commitment
No sales pressure
Your timeline
1
Min 0–5
You tell us where you are.

Where you live, what you earn roughly, what you have saved, and what's keeping you up at night about retirement.

2
Min 5–20
We tell you what we see.

A plain-English read on your situation: where you're solid, where there's a real gap, and what we'd do first if you were our client.

3
Min 20–28
You ask us anything.

How fees work, who manages your money, what changes when you become a client. We'll answer all of it.

4
Min 28–30
You decide what's next.

Want a deeper review? We schedule it. Not the right fit? We'll often refer you to someone who is. Either way, you leave with clarity you didn't have at minute zero.

Client Reviews

What working with Mountain Goat
actually feels like.

★★★★★
5.0 on Google Verified reviews · Read all →
★★★★★

"Bobby is the best. The approach is robust, and it's obvious my best interests are the priority. My only regret is not getting started earlier."

Karina L.
Business Development Representative
★★★★★

"They are not pushy. I have never felt like they are trying to sell me anything. Responses are always timely and they listen."

Jason D.
Product Manager
★★★★★

"They have access to investments I couldn't get on my own. Extremely respectful, prompt, and they actually listen to what you want."

Oliver C.
Retired Healthcare Administrator
Book Your 30-Minute Discovery Call →
Video call
No obligation
Weeknight options

These testimonials are from current clients. No compensation was provided. Testimonials may not be representative of the experience of other clients and are no guarantee of future performance or success.

Common Questions

The questions people actually ask
before the first call.

When did your advisor last call you proactively? If you can't remember, that's worth exploring. As fiduciaries, we will act in your best interest. Many advisors aren't. A 30-minute second opinion costs you nothing.
We don't have investment minimums. We work with clients across the climb — from professionals laying the foundation to retirees navigating distribution. The only requirement for the call is that you're serious about getting answers.
You're not. The five years before retirement are when good planning has the biggest dollar impact: sequence-of-returns risk, Social Security timing, Roth conversions, and tax-efficient withdrawals all happen in that window. We can usually help clients find meaningful opportunities in the runway.
It means we will put your interests above ours, on every recommendation, every time. We will always disclose how we're compensated and will never recommend a product that doesn't serve your interests first. Many advisors aren't held to this standard. We are. Always.
We are fee-based for our wealth management clients — a transparent, percentage-based fee on the assets we manage or may receive a commission on insurance products. We will tell you the exact number on the discovery call, before you ever consider becoming a client. No hidden costs.
We're registered in those three states today and actively pursuing more. However, if you're outside, reach out anyway since we may still be able to manage your account or register in your state.
Nothing. Genuinely. No statements, no spreadsheets, no document gathering. Just be ready to talk about where you are and what you want. If we agree to go further, that's when we'd ask for the formal documents.
A static plan goes stale the moment life changes. Ours is dynamic. We revisit at every milestone and reach out proactively when something shifts. A plan in a drawer isn't a plan. Ours are built to be lived.

Still have a question? Call Bobby directly: (385) 347-6776

Book Your 30-Minute Discovery Call →
No commitment
Video call
Weekend options
Helpful Resources

Take the Next Step At Your Own Pace

Not everyone is ready to pick up the phone. We get it. Start with the assessment — it's complimentary, takes 10 minutes, and tells you exactly where you stand.

Retirement Tool

Retirement Self-Assessment

A 10-minute assessment that maps your retirement readiness, provides your amount needed to retire, and shares personalized next steps.

  • Retirement readiness score
  • Analysis of amount needed to retire
  • Personalized next steps
Used by Mountain Goat clients to identify their biggest retirement gaps.
We'll also send occasional retirement tips and insights. Unsubscribe anytime.
Retirement Self-Assessment summary screen

See exactly where you stand in 10 minutes.

Ready When You Are

Your Summit Is Closer Than You Think

Picture this: you know your exact retirement date, your income is predictable, your family is protected, and your advisor calls you — you don't have to call them. That's what we build for every client. The 30-minute call is where it starts.

Book Your 30-Minute Discovery Call →
Video call
No obligation
No prep needed

RETIREMENT SELF-ASSESSMENT

Not ready to call? No problem.

Start with our 10-minute retirement self-assessment. We'll send it straight to your inbox.

Please enter a valid email address.

We'll also send occasional retirement tips and insights. Unsubscribe anytime.