A complete list of active advisors currently associated with Golden Acre Wealth Management
Warmer can help you find a great advisor at Golden Acre Wealth Management or one who fits your needs even better.
Golden Acre Wealth Management is a fee-only, independent registered investment adviser operated by a single advisor that provides wealth management and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and corporations. Services include discretionary portfolio management across common asset types (stocks, bonds, mutual funds, ETFs, and cash equivalents) and the delivery of written financial plans with ongoing monitoring. The firm applies asset‑allocation principles and a blend of passive and active approaches, drawing on fundamental, technical, cyclical, and charting analyses and offering socially conscious investment options when requested; accounts are typically reviewed quarterly and managed with long‑term holding horizons unless clients impose restrictions. In addition to advisory work, the firm conducts educational seminars and speaking engagements and offers in‑house tax preparation and filing services under its principal’s authority as an Enrolled Agent, allowing tax considerations to be integrated with planning and investment advice. Noteworthy for a solo independent adviser, Golden Acre’s brochure highlights the availability of group educational programs and the firm’s tax‑preparation capability—services that are less common among peers. The firm also operates on a small scale (six clients and roughly $695,000 in assets under management), does not state a minimum account size, and discloses a limited circumstance in which it holds power of attorney for a single family member account, indicating a compact, hands‑on practice model.
To learn more about the advisors currently working at Golden Acre Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Scottsdale, AZ
| 1
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)