Golden Rule Wealth Advisory

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Golden Rule Wealth Advisory We specialize in helping clients align their investment choices and strategies with their faith convictions through Biblically Faithful Investing.

We help investors multiply assets and generate income—guided by the Golden Rule! My Biography:

Entered the Financial Planning industry: 2003

Certified Financial Planner™: 2012

Certified Kingdom Advisor®: 2016

G.A Repple Planned Giving Consultant: 2018

Professional licenses include the Series 7 & 66, Life, Accident & Health (including Disability and Long-Term Care), and Variable Annuity

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
11/02/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
10/31/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

If you died, what would happen to your email archives, social profiles, and online accounts?
10/28/2026

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

10/24/2026

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

Do your kids have the right stuff for college?
10/21/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through ...
10/17/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

10/14/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Over age 50? You may be able to catch-up on retirement.
10/12/2026

Over age 50? You may be able to catch-up on retirement.

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

FDIC insurance was designed to protect your deposited funds, but do you know how?
10/10/2026

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Address

107 Cass Street, Suite D
Traverse City, MI
49684

Opening Hours

Monday 10am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

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