It means the only way Golden Pine Advisory makes money is through a fee that we negotiate with you ahead of time. We do not sell products and do not accept commission of any kind. Any fees we ultimately receive are paid just by you. No commission, no third-party payments, 100% independent. We think that puts us on the same side of the table as our clients.

Most people working in the financial industry are not fiduciaries. By definition, that means they are not required to do what’s in your best interest. Golden Pine Advisory has chosen to operate as a true fiduciary, which means we are legally bound to make decisions in your best interest. Part of being a fiduciary means your investment accounts are held with an independent third-party custodian.

It is the gold standard of designations in the financial planning industry.  It identifies those individuals who meet the stringent education, examination, experience, and ethics requirements in addition to adhering to the principals of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence.

Individuals who hold this designation have completed a course of study encompassing pre- and post-retirement needs, asset management, estate planning, and the entire retirement planning process.

Golden Pine Advisory will never take custody of your money. It will be invested with an independent third-party custodian who offers full security and FDIC protection.

We offer a complimentary introductory meeting in which we get acquainted with you, learn about your family, your goals and aspirations, and determine if Golden Pine Advisory can help. The session also gives you a chance to decide if we are right for you.

We do not have any minimum investment requirements.

We are located in Pinehurst, NC.

Yes. Our clients are diverse and live in different parts of the country. We hold virtual meetings utilizing the latest technology and also have routine discussions on the phone.