Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Four people meeting in glass office

Denny B. Goforth, ChFC, CFP, CIMA

Senior Vice President–Wealth Management

Financial Advisor

Like many Financial Advisors, Denny Goforth aims to help simplify and improve his clients' lives.  Often, however, his clients end up with more work to do than  when they started. That's because after retiring from fulfilling and prosperous careers, many choose to keep working—doing what they never thought they could "afford” to do: starting their own businesses, volunteering full time or taking on humanitarian jobs. 

While it is Denny's clear and objective financial advice that helps his clients turn their personal successes into comfortable retirements, Denny defines his success  by his ability to help clients pursue their lifelong passions. Above all, Denny seeks distinction and balance in his life; constantly striving to be the best father, husband, friend and advisor that he can be.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NE
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WA

Education

  • B.S. Finance and Marketing, Cum Laude, University of Maryland

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Investment Management Analyst®
  • Chartered Financial Consultant
  • Wealth Advisor
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005
  • (202) 585-5379

Email Me

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

White House

ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights