A complete list of active advisors currently associated with Golden Bay Advisors LLC

Warmer can help you find a great advisor at Golden Bay Advisors LLC or one who fits your needs even better.

Golden Bay Advisors provides portfolio management and financial planning primarily to separately managed accounts for high-net-worth and individual clients, and it also advises retirement and employee benefit plans. The brochure states the firm offers both discretionary and non-discretionary investment services tailored to client objectives. The firm’s investment approach emphasizes exchange-traded funds supplemented by individual stocks, open‑end mutual funds and other securities, and it evaluates client factors such as overall financial condition, tax status and, for plan clients, plan provisions, participant counts and age distribution when setting guidelines. Its stated toolkit includes short sales, use of leverage and options and a focus on securities the firm believes to be undervalued, with attendant market, counterparty and leverage risks described in the brochure. What is noteworthy compared with many peers is the firm’s explicit discussion of managing retirement and employee benefit accounts — indicating experience with pooled plan assets, a capability that is uncommon among supported firms. Golden Bay operates with a small advisory team overseeing roughly $180 million in client assets and discloses it does not act as custodian, does not participate in wrap fee programs, and does not charge performance‑based fees.

To learn more about the advisors currently working at Golden Bay Advisors LLC, 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.