A complete list of active advisors currently associated with Galecki Financial Management Inc
Warmer can help you find a great advisor at Galecki Financial Management Inc or one who fits your needs even better.
Galecki Financial Management is a fee‑only advisory firm that provides discretionary asset management, broad-based financial planning, retirement‑plan consulting, and specialized one‑time engagements such as an Initial Financial Overview (IFO) and a Divorce Financial Overview (DFO). The brochure indicates the firm serves moderate‑ and high‑net‑worth individuals as well as pension and profit‑sharing plans, charitable organizations, corporations, trustees, trusts and foundations. Investment decisions are made by an internal Investment Committee of CFP® professionals that meets regularly and implements diversified, asset‑allocation‑driven portfolios using mutual funds, ETFs, separately managed accounts and individual securities while rebalancing periodically. Financial planning is described as cash‑flow‑based and holistic rather than modular, with IFO/DFO deliverables that include projection reports and letters outlining assumptions, results and recommendations. Noteworthy operational features in the brochure include modest standalone IFO/DFO engagements that produce written projection reports and are reimbursed if the client engages the firm’s asset management within six months, and the firm’s focus on institutional‑style execution—negotiated custodian pricing, access to institutional share classes, and model support from BlackRock’s Aladdin platform. The firm’s materials emphasize its fee‑only structure and ongoing written performance reporting, and the client profile described skews toward wealthier individuals and institutional plan sponsors rather than lower‑asset retail clients.
To learn more about the advisors currently working at Galecki Financial Management Inc, 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.
Name |
Location |
Years of experience |
|---|---|---|
Fort Wayne, IN
| 12
| |
Fort Wayne, IN
| 12
| |
Fort Wayne, IN
| 19
| |
Fort Wayne, IN
| 23
| |
Fort Wayne, IN
| 23
| |
Fort Wayne, IN
| 14
|
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