Golden Bell Financial Planning, LLC

EST. AUM
$208,600,000

CONTACTS

CLIENT ACCOUNTS
464

Firm Details

Metro area Atlanta
CRD Number 305635
Website goldenbellfp.com
Client types

Overview

Golden Bell Financial Planning, LLC is an independent, fee-only registered investment adviser (RIA) headquartered in Alpharetta, Georgia. Founded and led by Jason Lina, who holds both the CFP® and CFA® designations, the firm operates under a strict fiduciary mandate. Golden Bell deliberately limits its total active client base to a hard cap of 70 households to guarantee deeply personalized, ongoing attention. The firm provides integrated financial life planning—encompassing tax planning, estate coordination, and retirement cash flow modeling—alongside institutional portfolio management. Requiring an aggregate household investment minimum of $2,000,000, their core philosophy relies on rigorous empirical evidence rather than speculative market forecasts, constructing globally diversified, low-cost portfolios designed to maximize long-term growth while minimizing taxes and emotional decision-making.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Golden Bell Financial Planning, LLC

Platform Details

Investment Preferences

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