A complete list of active advisors currently associated with Golden Financial Services
Warmer can help you find a great advisor at Golden Financial Services or one who fits your needs even better.
Golden Financial Services provides investment advisory and financial planning to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, foundations, endowments, corporations and other business entities. The firm offers discretionary portfolio management and limited consulting on topics such as estate, retirement, tax, insurance and annuity matters, and manages roughly $64.1 million on a discretionary basis. Portfolios are individualized and typically constructed primarily with mutual funds, ETFs and bond funds, but may also include individual equities, fixed‑income securities and margin transactions when appropriate; accounts are generally reviewed and rebalanced on a quarterly basis. The firm relies on both fundamental and technical analysis, may recommend separately managed accounts, and can identify independent third‑party managers to implement particular strategies. A notable feature disclosed in the brochure is that the firm’s principal is a licensed insurance agent who can implement insurance and annuity products (including life, term, long‑term care and fixed annuities) for which separate, customary compensation is received, and insurance activities consume under 10% of the adviser’s time—an arrangement the firm acknowledges creates a potential conflict of interest. The brochure also discloses that the firm requests clients direct custody to a recommended qualified custodian and receives institutional services from that custodian, which the firm identifies as an economic benefit that could influence custodial recommendations.
To learn more about the advisors currently working at Golden Financial Services, 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 |
|---|---|---|
Portsmouth, NH
| 11
|
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