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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 Registered...
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 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
Who runs investment decisions at A NARROW ROAD, LLC?
No named principals or investment committee members have been publicly disclosed for A NARROW ROAD, LLC. The firm operates without a visible management team.
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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