Creating a financial roadmap to discover your How
Meet Dominion Wealth
Get The Understanding You Deserve
Client-Focused Financial Solutions For Your Future
You can count on integrity, transparency, and exceptional customer service. By building strong, lasting relationships, we aim to make a meaningful impact on your life. Trust us to be your reliable partner on your journey to financial security and peace of mind. Contact us today to discover how we can help you navigate the complexities of financial planning, so you can embrace a brighter future with confidence.
Dominion Wealth
Interested In Attending An Educational Retirement Planning Seminar Or Event At No Cost Or Obligation?
At Dominion Wealth, we want to equip you with the insights and resources necessary for a prosperous retirement journey. Join one of our workshops today and embark on the path to your retirement dreams.
About Dominion Wealth
Dominion Wealth was established in 2009 as a specialized corporate valuation firm focused on aiding lawyers, accountants, and business owners in accurately determining enterprise value. Over the years, we have leveraged our valuation and financial expertise to create tailored investment portfolios that effectively address our clients’ unique needs. We recognized early on that a well-managed investment portfolio represents just one essential component of a comprehensive financial strategy. It is crucial for individuals to understand how various aspects of their finances work together toward a unified goal, distinguishing between having multiple disparate accounts and an integrated financial plan.
Today, we operate as a full-service financial advisory firm with a strong commitment to comprehensive financial planning. Our mission is to provide clients with transparent, efficient, and goal-oriented financial strategies. We are dedicated to supporting individuals from the initial consultation through retirement, emphasizing the importance of long-term relationships with our clients throughout their financial journeys.
Our personalized approach, coupled with our expertise in developing robust retirement strategies, begins with a deep understanding of each client’s specific requirements. This enables us to deliver customized solutions that set us apart in the industry. We are committed to helping our clients achieve a secure financial future and take great pride in nurturing lasting relationships built on trust and integrity. While life can be complicated, your financial plan doesn’t have to be.
Steven Goodman, MBA, NSSA
Wealth Planner
Steven M. Goodman, MBA, NSSA (National Social Security Advisor), is a senior wealth management professional with 20+ years in financial services and 10 years advising individuals and families through retirement. He is known for bringing order to complexity—integrating tax strategy, retirement income planning, Social Security optimization, and Medicare/IRMAA planning into a disciplined framework designed to perform in both calm and uncertain markets.
Steven’s planning philosophy is rooted in rigorous financial analysis. He began his career as a credit analyst at Provident Bank and Federated Department Stores, then advanced to CitiFinancial, where he evaluated lending risk and later moved into business and capital markets analysis focused on valuation and risk management. That foundation continues to shape how he builds portfolios and retirement strategies: methodical, stress-tested, and aligned to real-world decision points.
He holds an MBA in Finance, has completed extensive post-graduate coursework in accounting and federal taxation, and is eligible to sit for the CPA exam. He is also progressing toward the CFP® designation and serves as a FINRA Arbitrator, reflecting a deep command of industry standards, process, and fiduciary-minded judgment.
Steven is the author of the forthcoming book Retirement Reset and has been featured in national media including MSNBC, Fox News, and MarketWatch.
He looks forward to meeting with you to learn about your retirement goals and how he and his staff can help make your retirement dreams a reality.
Steven’s planning philosophy is rooted in rigorous financial analysis. He began his career as a credit analyst at Provident Bank and Federated Department Stores, then advanced to CitiFinancial, where he evaluated lending risk and later moved into business and capital markets analysis focused on valuation and risk management. That foundation continues to shape how he builds portfolios and retirement strategies: methodical, stress-tested, and aligned to real-world decision points.
He holds an MBA in Finance, has completed extensive post-graduate coursework in accounting and federal taxation, and is eligible to sit for the CPA exam. He is also progressing toward the CFP® designation and serves as a FINRA Arbitrator, reflecting a deep command of industry standards, process, and fiduciary-minded judgment.
Steven is the author of the forthcoming book Retirement Reset and has been featured in national media including MSNBC, Fox News, and MarketWatch.
He looks forward to meeting with you to learn about your retirement goals and how he and his staff can help make your retirement dreams a reality.
Get Started With Dominion Wealth
Still Have Questions? Contact Us Today To Secure Your Financial Future
We offer a specialized planning approach that is unique to each of our clients needs. Our process allows us to take the time to understand you, your financial goals, explain all of your options, and help lead you in the right direction.
