A complete list of active advisors currently associated with ST GOLIA Planning, LLC

Warmer can help you find a great advisor at ST GOLIA Planning, LLC or one who fits your needs even better.

The firm serves primarily high‑net‑worth individuals and operates solely as a solicitor/referral agent to a UBS‑affiliated wealth management team under UBS’s AdviceLink program. It does not maintain custody of client assets, does not provide in‑house portfolio management for individuals, and does not accept discretionary investment authority. When clients seek investment advisory services the firm refers them to the UBS team and clients receive investment management, brokerage, and fee disclosures directly from UBS. The firm does not recommend specific securities, does not review or provide reports on client accounts after referral, and does not charge hourly or fixed consulting fees. Distinctive features relative to many independent advisers include the firm’s exclusive referral model rather than offering its own portfolio management or charging its own asset‑based advisory fees, and a client base composed entirely of high‑net‑worth individuals. The firm discloses a familial relationship between its sole representative and a principal of the UBS team, and notes the representative’s background in estate and tax law and prior CFP credentialing, information that may be relevant to clients assessing conflicts and professional experience.

To learn more about the advisors currently working at ST GOLIA Planning, 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.