About Golden Acre

Midwestern values. Fiduciary standards. Real financial partnership.

Fee-only, independent wealth management built for the long term — by someone who will actually know your name.

Fee-Only  ·  Fiduciary  ·  Independent  ·  Scottsdale, Arizona  ·  CRD #337930

Aaron Randak, EA

Aaron Randak, EA  ·  Founder

Aaron Randak, EA

Founder & Lead Advisor  ·  Enrolled Agent (IRS)  · 

Aaron founded Golden Acre Wealth Management to build a firm that reflects the values he grew up with on his family farm in rural Iowa: work hard, plan ahead, treat people with respect, and make decisions for the long term.

Starting the firm early in his career allowed him to design an advisory practice intentionally — centered on fiduciary principles, clear communication, and practical guidance that helps clients feel confident about their financial lives. Aaron works closely with each client personally, integrating financial planning, investment management, and ongoing tax strategy into one cohesive picture.

He has passed the CFP® certification exam and holds Enrolled Agent (EA) status with the IRS — a credential that deepens the tax component of his work and allows him to represent clients directly before the IRS. Aaron graduated from Iowa State University, where he was selected as Student Marshal for his college at commencement — an academic and leadership distinction awarded to one graduating student per year.

Aaron's philosophy is simple: listen carefully, explain clearly, and focus on the decisions that matter most.

Credentials
EA · Series 65
Education
Iowa State University
Based In
Scottsdale, Arizona

Built with a purpose

Golden Acre Wealth Management is a fee-only, independent Registered Investment Adviser based in Scottsdale, Arizona. The firm's foundation is shaped by Aaron's upbringing on his family farm in Iowa — where preparation, steady work, patience, and a commitment to caring for what you build were a way of life.

Those same values guide our philosophy today. A strong financial plan functions much like a healthy acre of land: it grows best when nurtured consistently over time, with clarity, responsibility, and long-term thinking.

Our mission is to help individuals, families, and small business owners make clear and confident financial decisions through thoughtful planning, disciplined investing, and year-round tax awareness.

Fiduciary, Always

Legally and ethically required to act in your best interest — no exceptions, no fine print.

Zero Commissions

We don't sell products. Our only compensation comes directly from you.

No Minimums

We work with clients across a range of asset levels. Fees are negotiable and transparent.

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Tax-Integrated

As an Enrolled Agent, Aaron brings tax strategy into planning decisions year-round.


Comprehensive guidance across every part of your financial life

Retirement Income & Distribution Planning

Tax-aware withdrawal strategies, Social Security and pension coordination, and ongoing monitoring tailored to changing needs.

Tax-Mindful Planning

Roth strategies, equity compensation, business owner planning, and other tax decisions throughout the year — in coordination with your tax professionals.

Evidence-Based Investment Management

Diversified portfolios using low-cost, broadly diversified investments with risk and return aligned to your goals and time horizon.

Comprehensive Financial Planning

Retirement, cash flow, insurance, estate considerations, business planning, and education planning in one cohesive and actionable plan.


Clients at different stages, with a common need for clarity

01

Clients In or Nearing Retirement

Retirement income plans, Social Security evaluation, sustainable withdrawal strategies, investment risk management, and Medicare planning.

02

High-Earning Professionals

Managing RSUs, ISOs, and ESPPs; tax implications of exercise and sale decisions; planning around large income years or career transitions.

03

Inheritances & Wealth Transitions

Money in motion needs a plan. Whether you've recently inherited assets or expect to, we help you put it to work the right way — tax-efficiently and aligned with your goals.

Golden Acre is a fee-only firm. All compensation comes directly from clients — no commissions, no product-based compensation. Advisory fee: 1.50% on the first $250K, scaling to 0.75% above $2M. No account minimum. All fees negotiable.

Ready to get started?

Schedule a free introductory call to talk through your situation, your goals, and whether Golden Acre is the right fit.

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