A complete list of active advisors currently associated with GAP Financial Counseling Corp.

Warmer can help you find a great advisor at GAP Financial Counseling Corp. or one who fits your needs even better.

Gap Financial Counseling provides fee-only, project-based financial counseling and investment analysis to individuals and business entities, including high-net-worth individuals, business owners, private equity investors, and those facing complex personal situations such as widowhood or divorce. The firm offers customized planning and analysis services but does not sell financial products, maintain custody of client assets, or manage investment portfolios on an ongoing basis. The firm’s work centers on detailed, fundamental analysis of specific investments and on strategic financial planning, including review of public filings (10-Ks/10-Qs) and non-public financial information where available, and coordinating with tax, estate, legal, banking, and investment specialists to implement plans. Engagements are project- or consulting-based and billed on an hourly or fixed-fee basis rather than as a percentage of assets, and clients are encouraged to revisit plans annually rather than receive continuous portfolio management. What is distinctive about this firm relative to many solo independent advisers is its explicit service to corporate and business clients and its experience providing cross‑functional team leadership for business cash‑flow management, raising debt and equity, and operational/financial analysis for firms. The firm’s principal participates actively in professional education and industry forums (including CFA Institute activities and estate-planning conferences) and draws on that technical background to support client education and occasional workshops while maintaining a strictly advisory, non-sales model.

To learn more about the advisors currently working at GAP Financial Counseling Corp., 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.