A complete list of active advisors currently associated with Galvin, Gaustad & Stein, LLC

Warmer can help you find a great advisor at Galvin, Gaustad & Stein, LLC or one who fits your needs even better.

Galvin, Gaustad & Stein provides financial planning, investment management and retirement plan consulting to individuals, trusts, pension and profit‑sharing plans and business entities. The firm manages client portfolios on both a discretionary and non‑discretionary basis and also operates the Galvin, Gaustad & Stein Wrap Fee Program to deliver bundled advisory, execution and custody services. The firm’s investment process is fundamentally based, combining quantitative screening, discounted cash‑flow valuation and qualitative company analysis, and it maintains model offerings such as the GGS Dynamic Growth Strategy aimed at a long‑term, higher‑risk return profile. GGS also uses artificial intelligence and machine‑learning tools as part of its research and due‑diligence workflow, allocates to individual equities, bonds and ETFs, and may engage Independent Managers for portions of client portfolios. What distinguishes GGS from many peers is its role as sponsor/manager of a wrap fee program and its formal participation in Fidelity’s Wealth Advisor Solutions referral program with Strategic Advisers, relationships the firm discloses as creating potential conflicts of interest. The firm also retains acquired client groups from prior IAR integrations with legacy fee arrangements and relies on custodian‑provided software and operational support—features that accompany its multi‑office practice rather than the single‑office footprint common to many team‑sized firms.

To learn more about the advisors currently working at Galvin, Gaustad & Stein, 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.