A complete list of active advisors currently associated with GAP Financial Services or GAP Financial

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

Gap Financial Services is a state-registered advisory firm managing about $100.6 million for roughly 85 clients, serving individual and high‑net‑worth investors as well as sponsors of qualified retirement plans. The firm provides investment management, financial planning (including a comprehensive planning subscription), and retirement‑plan consulting, and it implements strategies either directly or through third‑party money managers. The firm primarily constructs passively oriented portfolios using index mutual funds and ETFs, with client‑specific investment policy statements formed from goals, time horizons, and risk tolerance; fundamental analysis is used when completing investment analyses as part of planning work. Gap Financial also combines outside manager selections with an options‑writing program (short‑term puts and calls) as an income‑generation overlay for certain accounts. Notable differences from many peers include a $500,000 minimum for in‑house investment management and a structured comprehensive planning offering that uses upfront fees plus an ongoing monthly/quarterly retainer. The adviser team includes multiple CFP® professionals with deep retirement‑planning and institutional experience, and the firm participates in Schwab’s institutional custody and support program for execution and operational services.

To learn more about the advisors currently working at GAP Financial Services or GAP Financial, 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.