About Us

Our Firm

We are proud to be affiliated with Core Planning, a registered investment advisory firm built on values of collaboration, integrity, and generosity. Through this partnership, we gain access to a deep bench of experienced advisors, back-office support, and operational infrastructure that allows us to stay focused on what matters most: delivering exceptional planning and care to the families we serve. As financial planners under the Core Planning umbrella, we maintain a fiduciary duty that always puts your best interests first.

At Goldrise Wealth Advisors specifically, we offer transparent, personalized financial planning on a flat-fee basis—no commissions. You’ll work one-on-one with a dedicated CERTIFIED FINANCIAL PLANNER® professional who understands your goals and provides objective, proactive guidance.

Whether you're planning for retirement, saving for your dream home, or navigating life changes, your CFP® is your long-term partner. We’re here for you every step of the way, with pre-scheduled meetings, unlimited messaging, and the flexibility to meet whenever life changes—at no extra cost. You’ll always have direct access to your planner when life changes arise.

We’re here to help you move forward with clarity, confidence, and care.

Who we help

We work with individuals and families across all stages of life. We’re here to provide guidance that fits your unique situation.

Many of our clients fall into these categories:

  • Wealth accumulators looking to make smart decisions as they grow their savings and navigate major life milestones

  • Pre-retirees who want to make the most of their final working years and confidently prepare for the transition into retirement

  • Retirees who need a clear strategy to make their money last, support their lifestyle, and leave a legacy

No matter where you’re starting from, we meet you with thoughtful advice, personalized strategies, and a commitment to helping you achieve your goals.

Our Founder - Michael Haak

Michael Haak (Mike) is a CERTIFIED FINANCIAL PLANNER® professional and the founder of Goldrise Wealth Advisors. With over a decade of experience helping individuals and families build stronger financial futures, he is passionate about empowering clients to achieve their goals with confidence and clarity.

Why Flat Fee?

  1. "I believe financial advice should be transparent, objective, and focused on your best interests—not influenced by product sales or the size of your investment account. I founded Goldrise Wealth Advisors to ensure clients always know what they're paying and have access to high-quality financial advice, regardless of where they are on their financial journey." — Michael Haak

With experience at a large brokerage firm, a start-up registered investment advisor, and a limited partnership, Mike brings a well-rounded perspective to financial planning. He is passionate about simplifying complex financial topics, educating clients, and building personalized strategies tailored to their goals. By combining technical expertise with a client-first approach and clear, consistent communication, Mike helps clients feel informed and confident throughout every stage of their financial journey.

Outside of work, Mike gives back to his community as a founding member of “Charlotte Guys for Good,” an organization focused on improving the local community. He is an avid traveler who enjoys exploring new countries, seeking fresh experiences, and learning about different cultures. Mike is also a passionate Clemson Tigers and Buffalo Bills fan.