Michael Goldman, CFP®, MA

Vice President

Falmouth, Maine

Bangor, Maine

Contact Michael

Michael is passionate about helping people identify and reach meaningful life goals by providing in-depth financial planning, teaching and coaching throughout their financial life journey. Many of the challenges in life have some financial tether. Using his extensive experience and the principles of behavioral finance, Michael enjoys helping bring about a transformation in his clients so they can turn their dreams into reality and achieve the life they want.
Prior to joining EP Wealth Advisors in 2024, Michael was founder and executive director of Gather Financial® Planning, a boutique firm focused on providing life-centered financial advice. Before founding GatherFP, he was a talent consultant, helping to hire and coach hundreds of executives, managers and professionals at Fortune 500® companies. Since 2009, Michael also has been actively involved in philanthropy, serving on the board of a charitable foundation and facilitating several giving circles.
Michael has an MA in Business Psychology from New York University, with a focus on behavioral finance. Having completed the rigorous CERTIFIED FINANCIAL PLANNER™ professional requirements, Michael carries the CFP® mark of distinction. And, as a NAPFA-registered financial advisor, he has taken a strict fiduciary oath and meets extensive continuing education requirements.
Residing in Yarmouth, Maine with his wife, two daughters, triplet bonus sons, and a toy poodle named Rocky, Michael enjoys hobbies that include woodworking, hiking, camping, and long drives in his Corvette.