A complete list of active advisors currently associated with Gateway Financial

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

Gateway Financial works with individual clients — including high-net-worth households — as well as pension and profit-sharing plans and other businesses. The firm offers ongoing portfolio management, project-based and ongoing financial planning, and employee benefit plan services, along with educational programming for clients and the public. The firm primarily employs passive investment management and asset-allocation models grounded in modern portfolio theory, using index mutual funds and ETFs, while also applying fundamental, technical, cyclical, and charting analyses and engaging outside managers when appropriate. It provides monitoring and advice for held-away accounts and assists clients in selecting and coordinating with third‑party managers, potentially including held-away assets in its overall advisory assessments. Notable for a single-advisor practice with roughly $40 million in assets under management, Gateway combines small-firm advisory services with institutional platform relationships (SEI Private Trust and Altruist) that supply reporting, rebalancing, and other support, and from which the firm receives certain soft-dollar or platform benefits. The firm also publishes paid online educational content (YouTube videos, courses, downloadable materials), provides employee plan consulting, does not accept custody except to debit fees, and does not vote client proxies — operational features that may set it apart from many peers.

To learn more about the advisors currently working at Gateway 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.