Comprehensive wealth management to help clients achieve financial well-being


Who we serve

Individuals & Families

Individuals & Families

We help you achieve peace of mind through our financial expertise and ongoing guidance. As fiduciaries, we always work in your best interest toward reaching your financial goals.

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Businesses & Business Owners

We assist businesses in creating retirement plans to attract and retain talented employees. We help you incorporate your business as an essential asset in your long-term financial plan.

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Non-Profits, Trusts & Foundations

We are here to help you fulfill your mission and serve your organization effectively. Our experience and oversight gives you peace of mind, knowing that the important considerations have been addressed.


What is financial well-being?

The peace of mind you feel when you know that all the aspects of your finances are aligned with your goals

  • You have a solid plan in place to help you reach your goals.

  • Investments are allocated properly.

  • Estate plans and business succession are defined.

  • Future expenses are documented and understood.

  • The right experts have helped you develop your plans.

  • Your financial plan has a high probability of success.

How we measure success?

We are successful only when we help our clients accomplish their goals


Bob retired on schedule at age 62

Dale transferred day-to-day business responsibility to Tony

Steve and Linda drove away from the curb in their new mobile home

A Knights of Columbus chapter distributed a scholarship to a great student

Bill and Nicole finished paying off their house before retirement

Cynthia continued her lifestyle after Fred passed away

Laura has attracted and retained top-notch employees with her 401(k) plan


Golden Trail Advisers?


Personalized advice to help you achieve financial well-being.

Serve as CFO to coordinate all aspects of your comprehensive financial plan.

Highly credentialed and experienced advisers offering independent, objective advice.

Innovative investment strategies designed to help you reach your goals.

Fee-based, fiduciary advisers who put client needs first.