ST GOLIA PLANNING, LLC: Your Trusted Financial Expert
In the world of personal finance, it is important to have an experienced and knowledgeable advisor by your side. ST GOLIA PLANNING, LLC is one such firm that offers expert financial services to a wide range of clients. With their years of experience and professional expertise, they have become a trusted partner for individuals and families looking to achieve their financial goals.
How does the advisor help clients – Key Takeaways:
ST GOLIA PLANNING, LLC puts their clients’ best interests first and strives to provide comprehensive financial solutions. Here are some key takeaways that portray their approach towards helping clients:
- They work with clients to understand their financial goals and develop a customized plan to achieve them.
- Their advisors use in-depth research and analysis to provide sound financial advice.
- ST GOLIA PLANNING, LLC believes in long-term partnerships with their clients, ensuring continuous support and guidance.
Facts and Insights
To get a better understanding of ST GOLIA PLANNING, LLC and their work, let’s take a look at some key facts and insights:
- Founded in 2005, the firm has been in business for over 15 years, catering to the financial needs of their clients.
- Their team consists of highly experienced and qualified financial advisors who provide personalized services to their clients.
- ST GOLIA PLANNING, LLC has an impressive asset under management (AUM) of $500 million, showcasing their ability to handle a diverse range of financial portfolios.
Assets Under Management, Number of Advisors and Time in Business:
The following table presents the publicly available numbers for ST GOLIA PLANNING, LLC:
| ST GOLIA PLANNING, LLC | |
|---|---|
| AUM (in millions) | $500 |
| Number of Advisors | 8 |
| Years in Business | 15+ |
Financial Services Offered
ST GOLIA PLANNING, LLC offers a wide range of financial services to cater to the diverse needs of their clients. These include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
- Education planning
- Charitable giving strategies
Client Types
The firm caters to an array of clients, including:
- High-net-worth individuals
- Retirees
- Young professionals
- Business owners
- Families
Fees & Compensation
ST GOLIA PLANNING, LLC believes in transparency and charges their clients on a fee-only basis. This means that they do not receive any commission for recommending specific financial products. Their fees are based on a percentage of the AUM, ensuring that their interests are aligned with their clients’ interests.
Background
The founder of ST GOLIA PLANNING, LLC, John St. Golia, has over 30 years of experience in the financial industry. He started the firm with the aim of providing personalized and unbiased financial advice to clients. Over the years, the firm has grown and gained recognition for their exceptional services and dedication towards their clients’ financial well-being.
Financial Advisor Disclosures to Know
ST GOLIA PLANNING, LLC is a registered investment advisor (RIA) and is held to a fiduciary standard. This means that they are legally bound to act in their clients’ best interests at all times. Additionally, the firm has no disclosures, indicating their commitment to ethical practices and transparent operations.