A complete list of active advisors currently associated with Golden Goose Wealth Planning
Warmer can help you find a great advisor at Golden Goose Wealth Planning or one who fits your needs even better.
Golden Goose Wealth Planning provides investment management and financial planning to individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals. The firm offers ongoing comprehensive planning (monthly subscription) and project‑based planning engagements covering retirement, tax, estate, insurance and cash‑flow topics, alongside discretionary portfolio management. The firm’s investment approach is grounded in Modern Portfolio Theory and primarily uses passive vehicles such as index mutual funds and ETFs to implement asset‑allocation strategies; client plans are built from individualized investment policy statements. Golden Goose also uses third‑party sub‑advisors and model providers for portfolio implementation — including Betterment for Advisors and XY Investment Solutions — while retaining responsibility for selecting and monitoring those managers and accommodating reasonable client‑imposed restrictions. Distinctive features include the firm’s small scale (managing roughly $4.9 million for a small number of clients) and a single‑advisor structure that couples hands‑on planning with technology‑driven execution. The firm discloses specific operational details uncommon among peers — for example, use of the Betterment platform (which charges a 0.15% third‑party management fee and, on that platform, votes proxies) — and offers planning and management fee arrangements that can include free planning for certain account size thresholds and a waivable account minimum.
To learn more about the advisors currently working at Golden Goose Wealth Planning, 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 |
|---|---|---|
Ada, MI
| 11
|
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