Golden Years Financial Advisors, Inc.

Overview

Golden Years Financial Advisors, Inc. is a corporate advisory firm that operates as an insurance broker and provides financial planning and manager-selection services. The firm identifies itself as a capital allocator and structures client relationships using hourly, fixed-fee and other non-asset-based pricing arrangements rather than conventional percentage-of-assets billing. Golden Years does not report active engagement with ESG investing and is not set up as a multi-state adviser; it is owned by a domestic entity/individual. The firm’s advisory remit centers on planning and on sourcing external managers to implement client strategies, rather than on running large in-house asset-management platforms. That role—selecting and overseeing third-party advisers—is a core part of how the firm delivers solutions to its clients.

Assets & Accounts

Investments & Alternatives