A complete list of active advisors currently associated with Golden Road Advisors LLC
Warmer can help you find a great advisor at Golden Road Advisors LLC or one who fits your needs even better.
Golden Road Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals (including high-net-worth clients), trusts, estates, businesses, charitable organizations, banks and retirement plans. The firm serves both discretionary and non-discretionary accounts and also offers standalone planning and consulting engagements. The advisor follows a fundamentally driven, generally long-term investment approach that emphasizes diversified, low-cost mutual funds and ETFs while retaining the ability to use individual stocks, bonds, options, and unaffiliated independent managers where appropriate. Portfolios are customized to each client’s goals, risk tolerance and tax considerations, with ongoing monitoring and periodic rebalancing or reallocations as conditions change. Notably, Golden Road Advisors is also a licensed insurance agency and certain advisory personnel sell insurance products for commissions, a relationship disclosed as a potential conflict of interest in the brochure. The firm maintains an institutional relationship with Raymond James that provides software, trading and operational support, and a small adviser team manages roughly $238 million across about 250 clients, which may shape how services and oversight are delivered.
To learn more about the advisors currently working at Golden Road Advisors 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 |
|---|---|---|
Tampa, FL
| 19
| |
Tampa, FL
| 26
| |
Tampa, FL
| 2
|
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