Golden Guidance LLC

Overview

Golden Guidance LLC is a small, independent registered investment adviser that serves individuals and families with a mix of financial planning and portfolio management services. The firm operates on a fee model that combines a percentage of assets under management with the option for fixed fees, and it classifies itself as an independent RIA owned by an individual. Investment orientation is equity‑first: the adviser shows a clear preference for exchange‑listed equities and exchange‑traded instruments as the primary building blocks of client portfolios. Golden Guidance does not flag itself as an active ESG investor, it is not a multi‑state adviser, and it does not operate as a capital allocator or pension consultant. Services are aimed at individual and small business clients, with discretionary portfolio management making up the bulk of the firm’s activity. Given the size and client focus, the firm appears positioned to provide hands‑on advice and direct portfolio oversight rather than institutional or large‑scale multi‑manager solutions.

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Location & Offices