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 is an independent advisory firm that serves individual and high‑net‑worth clients with discretionary portfolio management as well as project‑based and ongoing comprehensive financial planning. The firm uses asset‑based advisory arrangements and delivers continuous, written financial plans and implementation support tailored to each client’s circumstances. The firm’s investment approach is grounded in Modern Portfolio Theory and primarily favors passive, diversified allocations built with index mutual funds and ETFs, with client‑specific investment policy statements and the ability for clients to impose reasonable restrictions. For implementation it uses third‑party and technology‑driven sub‑advisors — including Betterment and XY Investment Solutions — and retains responsibility for selecting and monitoring those managers. Compared with many peers, the firm operates on a notably small scale, managing roughly $4.9 million across a very small client roster, which the brochure presents as allowing more frequent, individualized planning and the option to bundle ongoing planning with portfolio management for lower‑balance accounts. The firm also discloses that its principal operates a separate consulting business providing strategic services to a single nonprofit client; that outside activity is described as limited in scope and disclosed to clients.

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.