A complete list of active advisors currently associated with Gainline Financial Partners, LLC

Warmer can help you find a great advisor at Gainline Financial Partners, LLC or one who fits your needs even better.

Gainline Financial Partners provides discretionary and non‑discretionary investment management, financial planning, and consulting to a mix of individuals, high‑net‑worth clients, trusts, retirement plans, and institutional clients. The firm manages roughly $349 million across about 1,000 client accounts and also offers ERISA plan advisory and selection of third‑party managers. The firm employs a mix of active and passive strategies, diversification across asset classes, and may use options, alternatives, and tactical allocations as part of portfolio construction. Gainline relies on third‑party model portfolios from FIWA and implements trades through Advyzon Investment Management, while also sponsoring and managing its own wrap fee program where transactional and custody fees are absorbed by the firm. Several operational features distinguish Gainline from many peers: almost all of its assets are held in the firm’s wrap program, a relatively uncommon arrangement for teams of this size, and the firm discloses supervised persons who are registered representatives of Purshe Kaplan Sterling Investments and who are also licensed insurance agents, enabling separate commission‑based brokerage and insurance transactions. The firm also acts as a promoter for two unaffiliated SEC‑registered advisers (one focused on digital assets and one on institutional retirement services), and it serves a comparatively large number of client accounts per advisor relative to typical team firms.

To learn more about the advisors currently working at Gainline Financial Partners, LLC, 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.