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RIA · CRD 290033State-Registered Investment Adviser

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A NARROW ROAD, LLC

A Narrow Road LLC is an independent, fee-only comprehensive financial planning firm founded by Mark Goetz. He is a CERTIFIED FINANCIAL PLANNER™ and...

Overview

A Narrow Road LLC is an independent, fee-only comprehensive financial planning firm founded by Mark Goetz. He is a CERTIFIED FINANCIAL PLANNER™ and Registered Investment Advisor (RIA) in the state of Michigan, and as an Enrolled Agent offers tax preparation as part of planning services. The firm serves pre-retirees, retirees, and young professionals.

General information

Firm type

RIA

Year founded

2006

Principals

Mark Goetz

Frequently asked questions

Does A NARROW ROAD, LLC make direct investments or commit to funds?

No public evidence exists of either direct investments or fund commitments by A NARROW ROAD, LLC. The firm's investment activity has not been reported in any media, regulatory filing, or press release.

What sectors does A NARROW ROAD, LLC typically target?

A NARROW ROAD, LLC has not disclosed any sector preferences. No publicly known investments or portfolio holdings are associated with the firm, so its thematic focus remains unknown.

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