Bryant Goodman, CFP®

Financial Advisor

Partner, WealthPlan Financial Group
Financial Advisor, Lincoln Financial Securities

Bryant Goodman grew up in Charlotte and holds a degree in Finance from the Wayne Calloway School of Business at Wake Forest University.  He is a CERTIFIED FINANCIAL PLANNERTM Practitioner.  He enjoys developing close relationships with clients based on a foundation of trust and gratitude. He is passionate about helping families and business owners avoid traps and pitfalls that derail or destroy their financial goals. His primary objective is to help every client become clear and confident about their financial decisions so they can live their best life now and into the future. Bryant's clients appreciate a holistic approach to financial planning specializing in the use of life insurance, long-term care, Medicare supplement, and asset planning for a greater retirement.

Bryant is involved in the community with several non-profit organizations as a volunteer. He is a Dave Ramsey SmartVestor Pro assisting local families and business owners in need of a trusted advisor. Bryant enjoys playing recreational sports, golfing, and traveling to new cities and landmarks with his family. 

Bryant Goodman has contracted with Dave Ramsey as a SmartVestor Pro.  Dave Ramsey's SmartVestor Pro is for investment services only.  Dave Ramsey's endorsement does not extend to the financial planning or investment advisory services offered through Lincoln Financial Securities.  LFS is separate from and unaffiliated with Dave Ramsey.  SmartVestor Pros pay a fee to be included in this network.

Dave Ramsey SmartVestor Pro