A complete list of active advisors currently associated with Golden Foundation Advisors
Warmer can help you find a great advisor at Golden Foundation Advisors or one who fits your needs even better.
Golden Foundation Advisors is a fee-only registered investment adviser that serves individual and high-net-worth clients with ongoing financial planning and portfolio management. The firm offers one-on-one, collaborative financial planning engagements and manages individual client portfolios on a discretionary or non-discretionary basis. GFA delivers planning on a recurring fixed-fee basis billed quarterly and tailors recommendations to clients’ goals, risk tolerance, and any written investment restrictions. For investment management the firm emphasizes asset allocation and primarily passive strategies using mutual funds and ETFs, with semi-annual account reviews and monitoring of plan progress. Compared with many firms in the same regulatory category, GFA’s combination of recurring fixed-fee financial planning and direct portfolio management for individuals is uncommon, and the firm does not act as a private fund adviser. The firm’s leadership brings a background in accounting, auditing, and financial planning and is positioned to emphasize tax-aware planning, compliance, and the implementation of individualized investment policies.
To learn more about the advisors currently working at Golden Foundation Advisors, 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 |
|---|---|---|
Chicago, IL
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