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.

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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
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NE
  • NJ
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA

  • UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
  • UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

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

Credentials

  • CERTIFIED FINANCIAL PLANNER
  • Certified Investment Management Analyst
  • Chartered Financial Consultant
  • Wealth Advisor
1700 M Street NW
5th Floor
Washington, D.C., DC 20036

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A leading global wealth manager

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Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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As of 10/29/2025

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