Troy, MI Office
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Golden Reserve Retirement, LLC
Team
Firm-wide stats for Golden Reserve Retirement, LLC
About
Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering ongoing portfolio management, retirement planning, and related planning services such as tax and estate considerations. The firm delivers tailored advice and documentation for each client, including a Roadmap Summary that outlines income, tax levels, risk tolerance and investment objectives.
The firm’s investment approach emphasizes long-term trading and diversification grounded in modern portfolio theory, with a preference for passive, low-cost investments for many clients and regular portfolio monitoring. Golden Reserve may accept discretionary authority, appoint third-party sub-advisors for managed portfolio services, and requires use of a qualified custodian for account custody and reporting.
What is distinctive about Golden Reserve is the integration of affiliated professional services: it offers an estate-planning legal plan through AlerStallings, LLC and tax services via Golden Reserve Tax, LLC, with those services included within the firm’s negotiated annual fee while clients remain free to use outside providers. The firm also relies on negotiated fixed annual fees rather than the more common asset-based percentage fee model, a practice the brochure highlights as part of its disclosed fee and conflict-management structure.
Based on Golden Reserve Retirement, LLC
Expertise
Based on Golden Reserve Retirement, LLC
Location
901 Wilshire Drive, Suite 550
Troy MI 48084
Advisors at this office
3
Advisors at this office
Heather T
Series 66
Troy, MI
Golden Reserve Retirement, LLC
Heather Trbovich is a Financial Advisor with Merrill Lynch Wealth Management. She has been working in the financial industry since 2012, focusing on investment management and tax-advantaged strategies. Heather works with individuals, business professionals, and real estate investors to develop strategies that grow and protect wealth over time, emphasizing clear communication, thoughtful planning, and long-term relationships. Heather has expertise in areas including college education planning, personal retirement planning, portfolio management, individual and corporate investment strategy, and tax minimization. She has particular experience with 1031 exchanges and helps clients create tailored financial plans that are structured yet flexible to suit their unique circumstances. Heather holds an Associate's Degree from Baker College and is a Personal Investment Advisor (PIA). Outside of work, she enjoys boating, reading, traveling, and watching movies.
Joel N
Series 65
Troy, MI
Golden Reserve Retirement, LLC
Joel Northam Jr. is a Series 65 licensed advisor with two years of industry experience, currently with Golden Reserve Retirement, LLC in Troy, MI. His prior work includes roles at Polo Drive Wealth and JD Mellberg. Northam also holds a licensed insurance agent designation through an affiliate of Golden Reserve Retirement, offering insurance products and services. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading, diversification, and tailored financial plans. The firm integrates estate-planning and tax services within a negotiated fixed annual fee structure.
Corey D
Series 65
Troy, MI
Golden Reserve Retirement, LLC
Corey Davis is a financial advisor with Golden Reserve Retirement, LLC, holding a Series 65 license and four years of industry experience. His prior roles include positions at EHG Wealth Management LLC and Mattson Financial Services, LLC. Outside of finance, he owns Corey Davis Films, LLC, a wedding videography business. Golden Reserve Retirement, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on long-term trading and diversification with a preference for passive, low-cost investments. The firm integrates estate-planning and tax services within a fixed annual fee structure.
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