Golden Pine Advisory, a new investment management and financial planning firm, has launched in Pinehurst, announced Founder & Principal Mark Bare, CFP®, CRPC®. The company will be partnering with TD Ameritrade as custodian and Emerald Investment Partners, an industry-leading wealth management firm that supports independent advisors.
“I founded Golden Pine Advisory with the vision of transforming the financial planning process to a smarter, simpler and more efficient system,” says Bare. “I chose to shift the focus of my firm away from the product sales approach that is commonly found in the industry and instead placed a focus on providing a client-friendly process with custom tailored financial plans, fee-only advice and at a more affordable cost.”
As an independent financial firm, Golden Pine Advisory will focus on independent research and recommendations, custom-tailoring services, products and support to each individual client. Additionally, Bare and the Golden Pine Advisory team will act as legal fiduciaries for their client base, providing an added element of focus and commitment consumers increasingly demand in this marketplace.
“The Golden Pine process is designed to be wholly transparent,” explains Bare. “There are no product sales and no corporate alignments underscoring our mission — it’s all about the individual client and their goals. We’re confident this is an optimal approach to investing and financial management, and the best way to deliver the service, support and success our clients want and, more importantly, deserve.”
Prior to launching Golden Pine Advisory, Bare was Financial Advisor with Wells Fargo Advisors. Golden Pine Advisory will immediately transition existing account holders to the firm and is currently accepting new clients and investors. Contact Golden Pine Advisory at (910) 295-2321 or email@example.com to learn more.
ABOUT EMERALD INVESTMENT PARTNERS
Emerald Investment Partners protects and grows client assets while supporting independent advisors looking to evolve their businesses. Emerald’s robust asset allocation process brings together two distinct disciplines — value-based allocation and trend following — providing asset management, portfolio construction, investment consulting, securities-backed lending, tax and estate planning and end-to-end solutions for independent advisors.
ABOUT TD AMERITRADE HOLDING CORPORATION
Millions of investors and independent registered investment advisors (RIAs) have turned to TD Ameritrade’s (Nasdaq: AMTD) technology, people and education to help make investing and trading easier to understand and do. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how – bringing Wall Street to Main Street for more than 40 years. TD Ameritrade has time and again been recognized as a leader in investment services. Please visit TD Ameritrade’s newsroom or www.amtd.com for more information, or read our stories at Fresh Accounts.
Services offered through Emerald Investment Partners, a Registered Investment Advisor. Mark Bare is an Investment Advisor Representative at Emerald Investment Partners.
For more information, please contact Mark Bare at (910) 295-2321 or firstname.lastname@example.org.
Feature photo: Mark Bare