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Welcome to Gouldin & McCarthy, LLC

Thank you for visiting our website.

Financial planning is often overwhelming; there are many decisions to make and the fear of making a “big mistake” can be paralyzing. What do you want your retirement to be like? When and how do you start planning? These can be tough questions to answer. We understand that...


Corporate Consulting

Let’s face it; your corporation’s benefit plan needs to work very hard to achieve the right results. It needs to be strong and tenacious to …


Personal Financial Planning

Financial peace of mind is something everyone wants. It allows you to be worry-free and enjoy life more. But financial peace of mind can be …


Financial Calculators

Are you on track to meet your goals? Use our calculators so you can know your numbers - the first step in getting to your goal. Mortgage …


Who We Are

Gouldin & McCarthy is an independent, family-owned organization. We focus on giving you the best … LEARN MORE

What We Do

We see the bigger picture and know the best practices. We help you understand and consider all your options so a strategy can be developed … LEARN MORE

Proven Process

An effective plan begins with establishing your goals and objectives. No two clients will have the same needs, so our process is designed to … LEARN MORE

Our Approach to Fees

Our approach to fees is simple. We tell you what they are. We believe in fully disclosing our fees to you so you can determine whether our … LEARN MORE

How We Give Back

We feel that we have an obligation to enrich the community we live in by giving back; like making donations to organizations that improve … LEARN MORE

401(k) Consulting & Support

Maintaining an appropriate 401(k) plan for your company often seems like an impossible task - especially when you consider everything else … LEARN MORE

Fiduciary Responsibility

We offer fiduciary guidance that allows you to stay completely current with compliance, helps minimize your fiduciary risk, while … LEARN MORE

Our Partners

We have developed relationships with many leading professional firms in the financial planning arena. These professionals work with us in … LEARN MORE

Healthcare Consulting & Employee Benefits

We will help you develop cost effective, fully transparent, benefit packages that meet the needs of your budget without compromising the … LEARN MORE

Executive Benefit Planning

Providing a competitive compensation strategy for your top employees goes beyond offering a great 401(k) plan or top-notch healthcare. You … LEARN MORE

Planning Your Retirement

Preparing for a fulfilling retirement is overwhelming without expert help and advice. Which are the right investments for you? How will your … LEARN MORE

Education Planning

Helping your loved ones accomplish their dreams is an important part of financial planning. One way you can do that is by providing the … LEARN MORE

Estate Planning

Estate planning is for everyone; not just the mega wealthy. Proper estate planning allows you to decide ahead of time how you want to take … LEARN MORE

Insurance Planning

A good financial plan isn’t just about accumulating wealth; it’s also about protecting that wealth from the unexpected.  The ability to … LEARN MORE

Financial Calculators

Are you on track to meet your goals? Use our calculators so you can know your numbers - the first step in getting to your goal. Mortgage … LEARN MORE

Articles of Interest

This page contains external websites provided by … LEARN MORE

Our Location

180 Mount Airy Road, Suite 203
Basking Ridge, New Jersey 07920
Telephone: (908) 630-0200
Fax: (908) 630-0202

Map and driving directions
Contact us for more information on our services.


Advisory Services offered through Gouldin & McCarthy, LLC, a registered investment adviser. Securities offered through Comprehensive Asset Management and Servicing, Inc., Member: FINRA/SIPC/MSRB. 2001 Hwy 46, Ste. 506; Parsippany, New Jersey 07054; (800) 637-3211

Secure Client Login

Click here to access all of your important plan documents and information on your accounts.


If you would like to set up access for the first time, please call our office at (908) 630-0200.