You also have the option to work with a dedicated relationship manager (financial advisor available for portfolios of $250K and above), blending human expertise with goal-based investing to create a tailored portfolio that grows with your life stage and goals.
Whether you’re growing your wealth or protecting your legacy, goal-based investing keeps your plan aligned with your life’s milestones.
At GoalBased, We combine technology and insight to redefine goal-based investing, making every portfolio personal and purposeful.
Every portfolio is tailored to your goals—making the path to financial success more transparent, efficient, and easy to follow.
We’re here to turn your ambitions into achievable milestones.
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Our process makes goal-based investing simple and transparent, guiding you from setup to smart rebalancing.
Begin by answering simple questions about your goals, lifestyle, and financial situation. This helps us understand where you are today—and craft tailored recommendations for your future.
Create your GoalBased account and securely link your existing financial accounts—such as banks, retirement funds, or investment portfolios. We’ll analyze your full financial picture to make smart, data-driven recommendations.
Once your account is set up, you can fund it easily by transferring assets or linking your bank account. Your personalized plan goes into motion immediately—helping you start building long-term wealth right away.
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Our clients trust GoalBased because goal-based investing gives them clarity and confidence.
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Experience a new way to invest—built around your goals, not market trends.
With professionally managed portfolios from Sandhill Asset Management, GoalBased delivers institutional-quality investing that adapts to your life stage and financial ambitions.
Your portfolio is customized to match your unique goals and risk tolerance, balancing growth, stability, and efficiency for lasting success.
Through tax-loss harvesting, we strategically offset capital gains to reduce your tax burden and improve long-term returns.
Yes — with dividend reinvestment, your earnings automatically purchase more shares, accelerating your portfolio growth over time.
Our automated rebalancing technology keeps your asset mix aligned with your goals, ensuring your investments stay optimized as markets shift.
At GoalBased, we’ve redefined the fiduciary advisory experience to make investing simpler, smarter, and more transparent. Our cutting-edge technology creates a personalized investment portfolio built around your goals—offering a cost-efficient, time-saving, and easy-to-understand approach that grows with you.
We believe smart investing shouldn’t come with hidden fees or surprises. Our pricing is simple, transparent, and designed to help you keep more of what you earn—so your money works harder for your goals.
Enjoy professional portfolio management for a flat annual fee of 0.85%, with no trading commissions or hidden charges.
You can start investing with as little as $5,000, making goal-based investing accessible to everyone.
No. Rebalancing, goal tracking, and ongoing portfolio management are all included in your annual fee.
Because you deserve clarity. We want you to focus on growing your wealth—not worrying about confusing charges or fine print.
