Dakota
Dakota
Book a Demo
Talk to an Expert

Golden Strategies Financial Group LLC

EST. AUM
$237,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Pittsburgh
CRD Number
Website goldenstrategiesfg.com
Client types

Overview

Golden Strategies Financial Group LLC is an independent SEC-registered investment advisory firm headquartered in Pittsburgh, Pennsylvania. Founded in 1988, the firm provides fiduciary wealth management, investment advisory, retirement planning, estate planning, tax-aware planning, and insurance solutions to individuals, families, and business owners. It develops customized investment portfolios aligned with each client's financial objectives and risk tolerance. The firm serves clients throughout the United States through a personalized planning process emphasizing long-term wealth preservation and growth.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy