# Golden Years Financial Advisors

Golden Years Financial Advisors is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://goldenyearsfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/golden-years-financial-advisors-inc

## Regulatory record

- **CRD number:** 174275
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/174275

## About

Golden Years Financial Advisors, Inc., a State registered investment advisory firm serving the Michiana area, provides financial planning and asset management. Our mission is to help you maximize your income and grow your assets over time while reducing your market risks, as well as, gain new insights into how to protect assets from market volatility while minimizing taxes or penalties. Making strong commitments to our clients and building life-long relationships are tenets of success at Golden Years Financial Advisors, Inc.

## Questions

### Does Golden Years Financial Advisors make direct investments or participate in LP commitments?

No. There is no public record of the firm participating in direct private-market deals, venture capital, private equity fund commitments, or real asset joint ventures of any kind. Its business model is distribution-oriented, placing client capital into packaged products rather than sourcing institutional direct investments.

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Last updated: 2026-06-03T20:00:00.000Z

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