CHAD W. GOODCHILD, CFP®
MANAGING PARTNER
Chad’s interest in investing began in high school at the age of 17. Clearing the dinner table one evening, he grabbed a discarded pamphlet from the trash titled “How to Make Millions Trading Commodities.” After parting with $300 for the mail order class and studying for several months, he doubled his money on the first transaction. It was an “Aha” moment—the idea that instead of working for money, your money could work for you.
Chad went on to graduate Summa Cum Laude from Saginaw Valley State University with a B.S. degree in Finance, all the while trading commodities between classes. In 1999, he joined Merrill Lynch Wealth Management as a Financial Planning Specialist, a role that involved coaching financial advisors on complex planning strategies. He started his own practice in 2002 and earned the title of Senior Vice President early in his career.
His passion for those “Aha” moments still remains, and clients often find him on a whiteboard illustrating key concepts. He believes strongly that if you take the time to explain the why behind a decision, the answer becomes obvious—from clarity flows confidence.
Chad lives in Pittsford, New York with his wife Rebecca and their three children. His hobbies include skiing, hiking and downhill mountain biking. He is also quite active in his church where he currently leads the elder team.
ACCOLADES
Chad was named to the Forbes “Best-in-State Wealth Advisors” list in 2019, 2020 and 2021.
For more information about the Forbes listings, please click here.
