# Golden Pine Advisory

Golden Pine Advisory is a RIA based in Pinehurst, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Pinehurst, United States
- **Assets under management:** Undisclosed
- **Website:** https://goldenpineadvisory.com

## Regulatory record

- **CRD number:** 332248
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332248

## About

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.

## People

- Mark Bare — CFP®, CRPC®, Founder and Financial Planner
- Jordan Bare — Director of Client Services

## 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.

## Related profiles

- [Brooks Wealth Management](https://altss.com/profile/brooks-wealth-management)
- [ELEVATE PLANNERS](https://altss.com/profile/elevate-planners)

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Last updated: 2026-08-11T15:06:49.768Z

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