Michael Goodman, CPA/PFS, CFP®

Partner, President & Chief Strategy Officer

Experience & Expertise

As the Partner, President & Chief Strategy Officer, Michael spearheads the growth and strategic direction of Greenspring Advisors, combining the long-term vision for the firm with sustainable action. Perhaps most importantly, Michael drives the culture that makes Greenspring’s team what it is today.

A thought leader in financial planning and wealth development, Michael has been featured in prominent national media outlets, including CBS News Sunday Morning, CBS MoneyWatch, The Wall Street Journal, FOX Business News, The Jill on Money Podcast and Radio Show, The New York Times, and more. Having formerly served as an adjunct professor at Columbia University and New York University, Michael is recognized for his speaking engagements, presenting regularly at industry events and conferences, including the AICPA Personal Financial Planning Conference and the AICPA PFP Summit. As an active member of the American Institute of CPAs and the NYS Society of CPAs, Michael has served on various committees and held several leadership positions.

Michael graduated from the State University of New York at Buffalo with degrees in communication and business administration. After holding roles in investment banking, finance, and public accounting, Michael decided to utilize his extensive experience to serve clients by establishing his own firm, Wealthstream Advisors. In 2025, Wealthstream Advisors strategically combined with Greenspring Advisors.

Michael lives in Long Island, New York. In his free time, he enjoys spending time outdoors, traveling, and meeting new people.

New York 
B.A. in Communication
B.S. in Business Administration - Finance Concentration
CERTIFIED FINANCIAL PLANNER®
Certified Public Accountant/Personal Financial Specialist
Merrick, NY
University at Buffalo
Commerce Plaza
People
Travel
Love your neighbor
What I Love About Greenspring

“I love the high level of care and consideration towards each other and our clients.”

Recent Insights

Litigation Updates for Retirement Plan Committees

Stay current on 2026 retirement plan litigation updates. Learn key ERISA rulings, fiduciary process expectations, ESG cases, and what committees should watch.

Employee Education: Financial Goals Planner

Stay organized and build strong financial habits with this Ultimate Financial Goals Planner. Set goals, track progress, and create a yearlong plan for success.

What Every Plan Sponsor Should Know for 2026

Plan sponsors, stay ahead of 2026 retirement plan updates. Learn key SECURE 2.0 changes, new Roth rules, eligibility shifts, and fiduciary trends plan sponsors need to know.