Golden Rule Wealth Advisory

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

M0 is the total of all physical currency worldwide. What’s it look like?
08/26/2026

M0 is the total of all physical currency worldwide. What’s it look like?

Learn a little about worldwide currency in this fun infographic

How much is enough for your emergency fund?
08/24/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Are your passwords easy to crack or difficult to decipher? Test your knowledge.
08/22/2026

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Simple steps may help you foil hackers and protect your privacy.

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like ba...
08/19/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

See how your current savings rate and contributions may grow into retirement income.

How many credit cards do you have?
08/17/2026

How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
08/15/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Start building your child's financial future today with these key points to know about Roth IRAs.
08/12/2026

Start building your child's financial future today with these key points to know about Roth IRAs.

Learn about the benefits and requirements of opening a Roth IRA for kids.

08/10/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often...
08/08/2026

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

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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