A complete list of active advisors currently associated with Gasaway Investment Advisors, Inc.

Warmer can help you find a great advisor at Gasaway Investment Advisors, Inc. or one who fits your needs even better.

Gasaway Investment Advisors, Inc. provides investment management, financial planning, and third‑party administration and recordkeeping services for qualified retirement plans through its Alliance Retirement Plan Solutions DBA. The firm serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates and corporations, and manages approximately $173.1 million in client assets. The firm employs an active, long‑term investment approach that screens for seasoned managers and typically uses ETFs, mutual funds, certificates of deposit, and U.S. Treasuries within target allocations, managing most accounts on a discretionary basis and tailoring allocations to client objectives. For employer‑sponsored plans it creates and monitors model portfolios, can act as a 3(21) or 3(38) fiduciary, and implements age‑based default allocations with a glide path for participants who do not make elections. Notable differences from many peers include the firm’s operation as an insurance agency — several advisory representatives are licensed to sell insurance products and may receive commissions for those sales — and its bundled/unbundled TPA and recordkeeping offerings to outside advisors via Alliance. The firm also provides participant education (employee enrollment and update meetings) and produces planning projections and model portfolio recommendations for plan participants, a combination of services that is less common among comparable team‑sized advisory firms.

To learn more about the advisors currently working at Gasaway Investment Advisors, 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.