A complete list of active advisors currently associated with Gateway Financial Group, Inc.

Warmer can help you find a great advisor at Gateway Financial Group, Inc. or one who fits your needs even better.

The firm provides personalized, confidential financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. It operates as a fee‑only registered investment adviser and does not sell annuities, insurance, limited partnerships or other commissioned products. Investment management is offered on a discretionary basis and implemented using a strategic asset‑allocation, core‑and‑satellite approach that emphasizes passive index funds and ETFs as the core with selectively chosen active funds as satellites; portfolios are globally diversified. The firm primarily implements portfolios with no‑load mutual funds and exchange‑traded funds through a third‑party custodian and performs ongoing monitoring and periodic client reviews. The firm is atypical for a solo independent adviser in that it is integrated with an accounting practice: it routinely refers clients to an affiliated CPA/PFS and discloses that tax services comprise roughly half of its business. That close linkage between investment advice and substantial tax‑service activity, combined with a small client roster and fee‑only model, is a notable differentiator relative to most peers.

To learn more about the advisors currently working at Gateway Financial Group, 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.