Breaking Glass Ceilings, From Wharton to Wall St, How Sevasti Balafas Built a Female-Led RIA

Breaking Glass Ceilings, From Wharton to Wall St, How
Sevasti Balafas Built a Female-Led RIA


GuestSevasti Balafas, Founder/CEO of GoalVest
Advisory





Website https://www.goalvestadvisory.com





AUM $630M





BioSevasti Balafas, is CEO of GoalVest (AUM:
$630M+), a female-led boutique wealth advisory firm dedicated to
providing personalized portfolio management services tailored to
high-net-worth clients. As a fee-only, SEC-registered investment
advisor, they build innovative and institutional-caliber
portfolios for clients, corporations, and financial advisors.
Recently ranked by USA Today as one of the “Best Financial
Advisory Firms” in the country, GoalVest Advisory empowers
clients to achieve their financial goals through personalized
attention, unbiased advice, and seasoned guidance.In Q4 2024,
GoalVest launched a $50 million Venture Growth Fund specifically
designed for RIAs and their clients. The fund provides RIAs
access to “blue-chip” venture-backed companies, such as AI, SaaS,
climate tech, and fintech firms— opportunities historically
reserved for large institutional investors.