A complete list of active advisors currently associated with Barbara S. Gault

Warmer can help you find a great advisor at Barbara S. Gault or one who fits your needs even better.

The firm provides investment management and comprehensive financial planning to individual clients, family groups, and owner-operated small businesses, advising on retirement, tax, estate, education and insurance matters and offering seminars for groups and associations. It manages roughly $14 million in client assets across a very small number of client relationships. The advisor typically begins with a comprehensive financial plan to identify goals, risk tolerance and time horizon, then implements portfolios using no-load, low-cost mutual funds and ETFs with a long-term orientation and periodic rebalancing. Investment decisions rely on third‑party research such as Morningstar, and the firm offers both discretionary and non‑discretionary management arrangements. Distinctive features include a concentrated client roster relative to assets under management and the practice of providing educational seminars to outside organizations, which is less common among peers. The firm requires clients to custody assets at a single broker‑dealer and accepts the attendant services and potential conflicts, and the principal has multi‑decade experience in trust and private bank roles along with a CFP credential.

To learn more about the advisors currently working at Barbara S. Gault, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.