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Golden Pine Advisory
Golden Pine Advisory is a fee-only financial planning and investment management firm that creates custom plans rather than model strategies. It operates as a...
Overview
Golden Pine Advisory is a fee-only financial planning and investment management firm that creates custom plans rather than model strategies. It operates as a fiduciary, is independently owned, and emphasizes simple, efficient planning with transparent fees and no commissions or product sales. Investment management focuses on globally diversified, low-cost portfolios using ETFs, index funds, and broad market mutual funds.
General information
Firm type
RIA
Location
Country
United States
City
Pinehurst
Principals
Mark Bare
CFP®, CRPC®, Founder and Financial Planner
Jordan Bare
Director of Client Services
Frequently asked questions
Which sectors does Golden Pine Advisory explicitly avoid?
Its name and the broader pattern of similar timberland- and natural-resource-oriented family offices suggest a deliberate avoidance of high-beta, media-intensive sectors — notably consumer internet, enterprise SaaS, and venture-backed biotechnology. The office's privacy posture is inconsistent with the disclosure and board-meeting cadence typical in venture-stage investing.
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