GOLDEN YEARS FINANCIAL ADVISORS, INC.

Overview

Golden Years Financial Advisors, Inc. is incorporated as a domestic corporation that operates as an insurance broker and provides financial planning services. The firm also performs selection-of-other-advisers duties, indicating it places client capital with outside managers rather than exclusively managing in-house portfolios. FINTRX flags the firm as a capital allocator, and its fee structure is reported as fixed fees plus other fee arrangements. The adviser is not identified as an active ESG investor and is not described as a multi-state or newly formed adviser. It does not list pension consulting or related-adviser activity. Ownership is recorded as a combination of a domestic entity and an individual, which suggests a small, privately held adviser structure focused on servicing clients through planning and third-party manager relationships.

Assets & Accounts

Investments & Alternatives