Goldstein Advisors

New Leadership Chapter for Goldstein Advisors: Jon Goldstein Named Chairman, Andy Peters Promoted to CEO

Goldstein Advisors, a trusted leader in wealth management and financial planning, announced the promotion of Andy Peters to the role of Chief Executive Officer. Jon Goldstein, the firm’s founder and longtime CEO, will assume the role of Chairman. As such, Goldstein will continue to provide strategic guidance and leverage his expertise and experience for many of the firm’s clients.

The leadership transition reflects a planned evolution for the firm, which has seen sustained growth and client success under Goldstein’s leadership. The promotion of Peters to CEO positions Goldstein Advisors for continued momentum, innovation, and client-centered excellence. “Now is the perfect time for this transition, as Goldstein Advisors stands stronger than ever and is ready to seize new opportunities in a rapidly evolving financial landscape,” said Goldstein. “This move ensures we continue to lead with vision and agility, building a future where our clients thrive with unmatched support.”

Peters brings a strong track record of leadership within the firm along with a deep commitment to its mission and values. As CEO, he will oversee the firm’s strategic direction and day-to-day operations with a focus on driving growth, innovation, and enhancing the client experience. “At Goldstein Advisors, our strength lies in our dedicated team and time-tested processes, which consistently deliver clarity and confidence to our clients,” said Peters. “I’m honored to lead a group that is so committed to excellence and ensuring we continue to provide exceptional financial planning rooted in trust and expertise.”

Goldstein expressed complete confidence in Peters’ ability to guide the firm forward.
“Andy Peters is the ideal leader to guide Goldstein Advisors forward because he brings a rare blend of strategic insight, client dedication, and innovative thinking,” said Goldstein. “His proven track record and deep commitment to our mission make him the perfect choice to steer our firm into its next chapter of success.”

About Goldstein Advisors
Goldstein Advisors is a Madison-based financial planning firm dedicated to helping individuals and families navigate life’s financial complexities with clarity and confidence. The firm is known for its personalized approach, disciplined processes, and enduring client relationships that support long-term financial success.

We’re excited to introduce you to Bailey Greene, our Goldstein Advisors and Bluespring Wealth Partners Summer Intern!

Bailey is kicking off his internship with enthusiasm and a desire to grow in the financial industry. He is a senior at the UW–La Crosse where he majors in Finance with a Personal Finance Concentration. He is eager to learn from our dedicated and well-versed team and with a cohort of other Bluespring Wealth Partners interns across the country.

A passionate Wisconsin sports enthusiast, Bailey, finds golf amongst his favorites because ‘it’s something that you can always practice but won’t be able to perfect.’
Welcome to the team Bailey!

More on the Bluespring Wealth Partners Internship:
https://www.bluespringwealth.com/advisor/news/bluespring-summer-intern-reflections

Congratulations to Andy Peters, CPA, our Partner and Financial Planner, on his inclusion in AdvisorHub’s 2025 ranking of “Advisors to Watch." This award is a testament to the amazing work the team at Goldstein Advisors continues to do for our clients each and every day.

https://www.advisorhub.com/advisors-to-watch-under-1b-2025/

This ranking was based on 2024 data and was distributed on 6/12/25 by Advisor Hub. No compensation was paid directly or indirectly by the advisor to obtain this ranking.

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