A complete list of active advisors currently associated with Gates Integrated Financial & Tax, LLC

Warmer can help you find a great advisor at Gates Integrated Financial & Tax, LLC or one who fits your needs even better.

Gates Integrated Financial & Tax, LLC provides wealth management, financial planning, and tax preparation services to individuals, high‑net‑worth individuals, and businesses. The firm operates as a fee‑only, SEC‑registered investment adviser and offers discretionary portfolio management alongside written financial plans. The firm’s investment approach emphasizes asset allocation and elements of modern portfolio theory, using a mix of passive and active vehicles and both fundamental and technical analysis to build portfolios tailored to clients’ goals and risk tolerances. Investment decisions are made with attention to tax considerations and the adviser may integrate tax planning recommendations into investment and distribution strategies. What distinguishes this firm from many independent peers is its accounting and tax practice integration: the principal holds CPA credentials and the firm offers tax return preparation and tax‑planning services in combination with investment advice. The adviser is organized as a small multi‑function practice rather than a traditional solo advisory shop, which may be relevant to clients seeking coordinated tax and investment services.

To learn more about the advisors currently working at Gates Integrated Financial & Tax, 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.

Name	Location	Years of experience
Jeremy Gates	Westfield, IN	6

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