A Greensboro Financial Advisor Who Brings Tax Strategy to the Table

Steve Goodman is based in Greensboro — which means when you work with Dominion Wealth Management in the Triad, you're working with an advisor who knows this market from the inside, not one flying in from Charlotte or managing your account from a regional hub.

Financial Planning in Greensboro — With Tax Strategy Built In

Most financial advisors in the Piedmont Triad will help you invest. Fewer will connect your investment decisions to your tax situation. We do both, because we're formally affiliated with TPSA (Thompson, Price, Scott & Adams), a multi-office North Carolina accounting firm with a presence in the Triad. That affiliation means tax strategy isn't something we hand off to your accountant after the fact — it's part of the conversation from the start.

 

If you've ever felt like your financial advisor and your CPA were working in separate silos, that's the gap we're built to close. Retirement income, portfolio decisions, Social Security timing, estate transfers — all of it has tax consequences, and all of it is better when the planning is coordinated.

Serving Greensboro and the Surrounding Piedmont Triad Communities

We work with clients throughout the Greensboro metro and the broader Triad region, including High Point, Winston-Salem, Burlington, Jamestown, and Kernersville. Whether you're in the heart of Greensboro or in a surrounding community, you have access to the same personalized planning and the same direct line to your advisor.

 

Virtual meetings are available for clients who prefer to meet remotely, and in-person appointments can be arranged locally. You won't be routed through a call center or handed to a junior associate — you work with a named advisor who knows your plan.

What Independent Advisory Actually Means for Triad Clients

Greensboro has no shortage of financial firms. What it has fewer of are independent advisors who aren't beholden to a proprietary product shelf. As an independent firm, we're free to recommend solutions from across the market — not just the ones that happen to be on a corporate-approved list.

 

That independence matters in practice. It means your portfolio is built around your goals, your timeline, and your tax picture — not around what a national firm's distribution agreement happens to favor this quarter. It also means you deal with people, not processes. Your advisor answers the phone. Your plan doesn't get reassigned when someone gets promoted.

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Planning Built for Business Owners in the Triad

The Piedmont Triad has a deep base of privately held businesses, and many of their owners face a planning challenge that personal-only advisors aren't equipped to handle: the business finances and the personal finances are inseparable, and the decisions in one column affect the other.

 

We work with business owners on both sides of that equation — retirement plan design for the business, personal wealth and income planning for the owner, and tax coordination through TPSA's accounting team. Whether you're in a growth phase, thinking about a transition, or planning for what comes after the business, we can help you see the full picture.

 

  • Business retirement plan design (SEP-IRA, SIMPLE IRA, 401(k), profit sharing)
  • Personal retirement and income planning for business owners
  • Tax-coordinated planning through the TPSA affiliation
  • Succession and exit planning considerations integrated into your financial plan
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Retirement Planning for Pre-Retirees and Retirees in Greensboro

For clients approaching or already in retirement, the questions shift. It's no longer just about growing assets — it's about turning what you've built into reliable income, managing distributions to minimize taxes, and making sure your estate is structured the way you intend.

 

We work through those questions deliberately, starting with where you are and building a plan that accounts for Social Security timing, IRA and 401(k) distributions, healthcare costs, and legacy goals. Retirement planning in Greensboro through Dominion means you have an advisor who understands both the financial mechanics and the tax implications — and who will still be your advisor five years from now.

  • Is Dominion Wealth Management a fiduciary financial advisor in Greensboro?

    Yes. As a registered investment advisor, Dominion Wealth Management operates under a fiduciary standard, which means we're required to act in your best interest — not in the interest of a product provider or a commission structure. That standard applies to everything we recommend.

  • How does the TPSA affiliation benefit me as a Greensboro client?

    TPSA is a multi-office North Carolina accounting firm with a presence in the Triad. Our affiliation means your financial plan and your tax strategy are developed in coordination — not in separate conversations. For clients who want their investments, retirement income, and tax situation handled as one integrated picture, that connection is a meaningful advantage.

  • Can Dominion help me with both my business retirement plan and my personal finances?

    Yes, and that combination is one of the areas where we add the most value for Triad clients. We work with business owners on retirement plan design for their company alongside personal wealth and income planning — coordinated with tax strategy through TPSA. You don't have to manage two separate advisory relationships to get both sides covered.

  • Do I have to come into an office, or can we meet virtually?

    Both options are available. Steve Goodman is based in Greensboro, so in-person meetings can be arranged locally. We also serve clients throughout the Triad and surrounding communities via virtual meetings — same advisor, same plan, same direct access regardless of how you prefer to connect.

Mid-Career Professionals: Building Wealth While Managing What You Owe

For families and professionals in their thirties and forties, the challenge is usually not knowing what to do — it's knowing where to start and how to make the pieces fit together. Mortgage, kids' education, retirement contributions, insurance gaps, tax efficiency: the list is long and the tradeoffs are real.

 

We help mid-career clients in the Greensboro area build a financial plan that addresses all of it in one place. Investment management, protection planning, and tax strategy work together rather than in isolation. You shouldn't need three separate advisors to cover what one coordinated plan can handle.