Investing

Invest in your family's future with Goalsetter Gold.

Now more than ever investing isn't just a smart financial choice, it's the key to turning you and your family’s dreams into dividends.

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According to Fidelity’s 2023
Teens & Money Study:

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75% of Teens ages 13-17 say investing is important to them, but fewer than 1 in 4 (23%) have actually started.
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46% think investing is only for people with extra money.
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90% of teens see investing as a way to save for their future.

Introducing Goalsetter Gold

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What is Goalsetter Gold?

Goalsetter Advisors, LLC d/b/a Goalsetter Gold LLC is a SEC registered investment adviser (RIA). Goalsetter Gold partners with DriveWealth as its custodian to offer investment advisory services and investment products to Goalsetter users.

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Why Goalsetter Gold?

Goalsetter Gold makes investing easy, educational, and engaging! You can start investing with just $1. Learn the difference between stocks, bonds, mutual funds and ETFs with our videos and quizzes. Our app is built to empower your Kids and Teens with the tools to become savvy investors and help your entire family get on track early with wealth-building and financial literacy now.

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Do it yourself, but not alone.

Not sure what to invest in? Answer our questions to help us understand your investment profile and our app does the rest, recommending ETF investments that are right for you! If you like our advice, follow our recommendations. Otherwise, there’s a wide variety of stocks and ETFs for you to choose from.

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How a Goalsetter Gold Account Works

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Parents/Guardians open up a self-directed investment account. Goalsetter Gold does not provide managed account services nor do we have discretion over your account.

We don’t make trades on your behalf! But, we provide recommendations and information to help you along your journey.

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Parents of Kids and Teens under the age of majority in their state can open a custodial Uniform Gifts to Minors Account.

Your Kids and Teens can’t invest on their own! Any purchases or sales have to be approved by the Parent or Guardian first.

Build a portfolio you love.

Goalsetter Gold offers access to ETFs (exchange-traded funds) and stocks. Create a personal watchlist to follow the companies you already know and believe in and discover new opportunities based on your interests.

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Start small, but mighty.

Buy a piece of your favorite company without having to buy a whole share. Goalsetter Gold offers fractional shares and full shares for ETFs and stocks.

Parental and Guardian approval—always.

Kid and Teen investment requests require final approval from their Parent/Guardian, so they can’t make trades without parental oversight.

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Stay empowered and up-to-date.

View your balance and check growth charts and the latest performance data.

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It's investment o'clock!

Time to elevate you and your family’s financial game-plan and start investing with Goalsetter Gold—together.
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All investments involve the risk of loss, including the risk of the loss of your entire investment. Goalsetter can not predict market behavior. Past performance is not an indicator of future results. Investment advice is provided by Goalsetter Advisors LLC, d/b/a Goalsetter Gold is an SEC-registered investment adviser. Investments in your Goalsetter Gold account are not FDIC insured, not bank guaranteed and may lose value. Drivewealth LLC serves as the qualified custodian for Goalsetter Gold clients. Drivewealth LLC is a member of FINRA and SIPC. Fractional share investing comes with unique risks and limitations when compared to whole share investing.Fractional shares are non-transferable and, in the event a client wishes to transfer account assets to another financial institution, the fractional share positions may need to be sold for cash proceeds to be transferred instead, which may be a taxable event. In addition, any dividends payable to a fractional share position must be greater than $0.01 in order to be received. As a result, a Goalsetter Gold account with a relatively low balance could be required to liquidate all assets prior to a transfer or closing of an account. This could also limit a low-balanced account from realizing income objectives that may be important to the investment strategy pursued by ETFs held in a client account.