Goodrich Wealth Planning

Goodrich Wealth Planning is a financial planner in St. Petersburg, FL, serving individuals and families with personalized wealth strategies focused on long-term financial security and legacy planning. The firm specializes in guiding corporate executives, healthcare professionals, and women investors through tailored financial planning that aligns with their unique life goals. Led by Sean Goodrich, CFP®, CWS®, the team emphasizes a structured, analytical, and deeply personal approach to wealth management. They serve clients across the St. Petersburg area, offering comprehensive financial advice through a collaborative, client-centered model.

The firm operates as a Raymond James Financial Advisor team, emphasizing a thoughtful, disciplined process to help clients make confident decisions. Their team includes certified professionals such as Joe Godbout, David Mevoli, and Alicia Godbout, supported by Haille Hillsman in client service and Moose, the certified therapy dog, who contributes to a welcoming, compassionate environment. The firm’s philosophy centers on the belief that wealth is shaped more by behavior than investment returns, focusing on practical, sustainable financial outcomes for clients at every stage of life.

Located at 100 2nd Ave S Ste 704S, Goodrich Wealth Planning sits just a short walk from several notable landmarks in downtown St. Petersburg. The office is about a mile from the St. Petersburg Sailing Center marina and within a quarter-mile of Al Lang Stadium, the James Museum of Western and Wildlife Art, Pioneer Park, and the Saint Petersburg Saturday Morning Market. The UPS Store is also nearby, making the location convenient for local visitors and clients.

With a perfect 5.00 rating and four verified reviews, Goodrich Wealth Planning is recognized for its trusted, client-focused service and consistent delivery of thoughtful financial guidance. The firm’s reputation is built on personalized attention, professional expertise, and a commitment to helping clients achieve lasting financial well-being.

In St. Petersburg, Goodrich Wealth Planning stands out as a trusted partner for those seeking clarity, stability, and purpose in their financial journey.