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, his passion is making a difference. He is driven to help clients achieve their financial goals with confidence and clarity.

Having worked across a variety of firms—including a large brokerage company, a start-up registered investment advisor, and a limited partnership—Mike has gained a well-rounded perspective on how financial advice can be delivered. This background allows him to draw on the best of each approach while creating personalized strategies for clients.

Known for making complex topics simple, Mike takes the time to educate and empower clients while building tailored plans that fit their goals. By combining technical expertise with a client-first mindset, he helps people feel secure in every stage of their financial journey. He places a strong emphasis on clear and consistent communication ensuring clients always feel informed.

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.