A complete list of active advisors currently associated with Gartner Financial Advisors

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

Gartner Financial Advisors is a state‑registered, single‑advisor independent firm that provides financial planning and portfolio management to individuals and high‑net‑worth clients. Services include standalone fee‑for‑service financial plans and a combined “Concierge” offering that integrates ongoing planning with discretionary and non‑discretionary portfolio management. The firm constructs individualized asset allocations using Modern Portfolio Theory and emphasizes principles of value, safety, quality and risk control, with portfolios comprised of mutual funds, ETFs, bonds, equities and other marketable securities. Portfolios are tailored around client objectives, tax efficiency and concentrated position management, and the adviser rebalances at least annually and meets clients semi‑annually or as needed. Compared with many peers, the firm operates with a very small, concentrated client roster — the brochure discloses seven clients and approximately $18.5 million in discretionary assets — and has no wrap program, no performance‑based fees and no soft‑dollar arrangements. Operational details that distinguish the firm include a preferred custodian relationship, use of standing letters of instruction for certain transfers and disclosure of no disciplinary history or other industry affiliations.

To learn more about the advisors currently working at Gartner Financial Advisors, 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.