Michael Corey Goldman

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → Present
  Wealth Gathering, Llc
  Falmouth, ME
• 05/2012 → 11/2024
  Gather Financial Planning
  Falmouth, ME
• 11/2024 → Present
  Ep Wealth Advisors Llc
  Falmouth, ME

Previous Registrations

• 2012-08-01 → 2025-02-07
  Gather Financial Planning
  Falmouth, ME
• 2010-03-16 → 2012-12-31
  Wealth Gathering, Llc
  Portland, ME

Other Businesses

Leo & Rhea Fay Fruhman Foundation Treasurer, Financial Officer for this private charitable foundation. Duties include investment oversight, bookkeeping, grant funding, accounts payable, etc. 10hrs/week. Mostly after hours, but occasionally during normal business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-14

Designations

• Certified Financial Planner

Other Names

• Michael C. Goldman