G-Squared Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
G-Squared Advisory provides fee-only financial planning and investment advisory services to individuals and families, delivering advice on cash flow and debt management, risk management, college and retirement planning, estate and tax planning, asset allocation, and investment selection. The firm operates on an hourly or flat-fee basis and states that it retains no client assets under management.
The firm’s investment approach emphasizes long-term, fundamental, buy-and-hold strategies with asset allocation treated as a primary determinant of portfolio returns; recommendations are based on publicly available research, models and subscription services. G-Squared does not accept discretionary authority, does not take custody of client assets, and conducts account reviews only when clients renew their engagement.
Compared with many peers, the firm does not charge percentage-of-AUM fees, does not provide ongoing portfolio management or performance-based fees, and bills on a fee-only, hourly basis rather than managing client assets. The principals are affiliated with professional networks that emphasize fee-only planning (Garrett Planning Network and NAPFA) and bring prior institutional experience at major financial firms, and the brochure notes the firm’s practice of providing ongoing disclosure or informational materials to clients on at least an annual basis.
Client services
Expertise
Fee options
Flat fees available; initial engagements require deposit of greater of $800 or half of the lower end of estimated fee range
$400 per hour billed in half hour increments
Fee-only: Fee-only, hourly basis or flat fee
Main office
180 East Prospect Ave #125
Mamaroneck NY 10543
Advisors at this office
2
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Cynthia G
CFP®, Series 63, Series 65
Mamaroneck, NY
G-Squared Advisory LLC
Cynthia Golub is a CFP® professional with 12 years of industry experience, currently serving as an advisor at G-Squared Advisory LLC since 2009. She holds Series 63 and Series 65 licenses and is based in Mamaroneck, NY. G-Squared Advisory LLC provides fee-only financial planning and investment advisory services to individuals and families, focusing on long-term, fundamental, buy-and-hold investment strategies and asset allocation. The firm operates on an hourly or flat-fee basis without managing client assets or accepting discretionary authority.
Laurie G
CFP®, Series 63, Series 65, Series 66
Mamaroneck, NY
G-Squared Advisory LLC
Laurie Girsky is a Certified Financial Planner (CFP®) with 13 years of industry experience. She has worked at G-Squared Advisory LLC since 2009 and spent one year at Merrill prior to that. G-Squared Advisory LLC provides fee-only financial planning and investment advisory services to individuals and families, focusing on long-term, fundamental, buy-and-hold investment strategies and comprehensive financial planning without managing client assets. The firm operates on an hourly or flat-fee basis and emphasizes asset allocation as a primary driver of portfolio returns.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)