A complete list of active advisors currently associated with Golden Ratio Wealth Management LLC

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

Golden Ratio Wealth Management LLC is a registered investment adviser that intends to serve individuals, high‑net‑worth clients, corporations and pension and profit‑sharing plans. The firm describes services that include wealth and investment management, financial planning, selection of third‑party asset managers, and fiduciary and non‑fiduciary consulting for plan sponsors. The firm’s stated approach emphasizes customized investment policy statements, a long‑term mix of active and passive strategies across stocks, ETFs, mutual funds and bonds, and ongoing portfolio monitoring and rebalancing. Golden Ratio generally expects to manage client accounts on a discretionary basis and to delegate portions of portfolio management to third‑party asset managers, including use of Wells Fargo Advisors’ Personalized UMA and FundSource programs, and to offer a bundled wrap fee program. Compared with peers in its registration cohort, Golden Ratio’s brochure highlights several features that are not commonly reported for firms with no active advisors: sponsorship of a wrap‑fee program, inclusion of comprehensive financial planning within its advisory services, and a formal process for selecting other advisers to manage client assets. The firm is newly registered in 2026 and, at the time of the brochure, had not yet begun providing advisory services and had no active advisors registered to provide advice on its behalf.

To learn more about the advisors currently working at Golden Ratio Wealth Management 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.

Name	Location	Years of experience
Dean Vetsikas	Radnor, PA	20

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