Fee-Only · Fiduciary · Scottsdale, AZ
Wealth built on
honest advice.
Planning, investing, and taxes under one roof. No commissions, no conflicts, no minimums.
Fee-Only
Enrolled Agent (EA)
Fiduciary Always
No Account Minimum
AZ State-Registered RIA
Why Golden Acre
A different kind of advisor
01 Zero Conflicts
We only get paid by you.
No commissions. No product sales. Our only incentive is giving you the best advice for your situation, nothing else.
02 Tax and Planning Together
Your advisor also does your taxes.
Aaron is an Enrolled Agent licensed to prepare your returns and represent you before the IRS. Your investment strategy and tax strategy finally talk to each other.
03 No Minimums
You don't need a certain number to get started.
We work with people building wealth and people protecting it. If the fit is right, the number doesn't matter.
Who We Work With
Built for four kinds of people
01
Pre-Retirees
Ages 50 to 65. Social Security timing, Roth conversions, income planning. Making what you've built actually last.
02
Tech and Corporate
RSUs, ISOs, ESPP, mega backdoor Roth. You've earned it. Now build a plan that doesn't leave money on the table.
03
Business Owners
Solo 401(k), S-corp optimization, exit planning. Build real wealth alongside your business.
04
Life Transitions
Inheritance, home sale, divorce, windfall. Big financial moments deserve a clear head and a trusted advisor.
Meet Aaron
Fresh perspectives.
Higher standards.
I started Golden Acre because I believe everyone deserves an advisor who's genuinely in their corner. No commissions, no pressure, just honest advice and someone who picks up the phone.
I'm an Enrolled Agent and wealth advisor based in Scottsdale. I bring the same work ethic I learned growing up in Iowa into every client relationship.
Services
Everything under one roof
Wealth and Investment Management
Goal-focused portfolios built around your timeline, risk tolerance, and tax situation. Full discretion available.
Financial Planning
A living plan tying together cash flow, retirement projections, equity comp, insurance, and estate basics.
Tax Preparation and Strategy
Year-round tax planning plus return prep. Roth conversions, bracket management, QBI, and IRS representation.
Hourly and Project Work
Focused advice on a specific question, equity comp, retirement timing, Social Security, for a flat hourly rate.
Start Here
Not sure if we're the right fit?
Four questions. Sixty seconds. See if Golden Acre was built for someone like you.
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