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Raymond G
CFP®, Series 65
Healdsburg, CA
Index Financial Advisors LLC
Raymond Gadbois is a CFP® with 20 years of experience in financial advising, currently serving as the sole advisor at Index Financial Advisors LLC since 2006. He also operates a consulting business providing accounting and administrative services to a family office and related entities. Index Financial Advisors LLC offers investment management, financial planning, and project-based consulting for individuals, families, trusts, and estates. The firm employs a long-term, passive investment strategy focused on asset allocation and low-cost, diversified index funds and ETFs, managing approximately $126 million across about 140 accounts.
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