A complete list of active advisors currently associated with GCD Financial Planning and Advisory Services

Warmer can help you find a great advisor at GCD Financial Planning and Advisory Services or one who fits your needs even better.

GCD Financial Planning and Advisory Services provides customized, fee-only financial planning and advisory services for a broad mix of individual clients (low, middle and high income, including high‑net‑worth individuals), trusts and estates, small businesses, and charitable organizations. Services described in the brochure include retirement and estate planning, tax and cash‑flow analysis, insurance review, education funding, debt management, and investment planning across mutual funds, ETFs, equities and fixed income. The firm operates under a fiduciary standard and does not manage client assets, accept custody, or exercise discretionary trading authority; clients retain implementation and custody decisions and the firm recommends custodians and brokers as appropriate. Investment advice emphasizes asset allocation and diversified, fund‑based strategies, and the firm charges fixed, retainer, or hourly fees rather than a percentage‑of‑assets model. Notable features for a firm in this category include a single managing member with over 40 years of senior corporate finance and corporate banking experience and an explicit practice of offering pro‑bono and affordable planning options to broaden access. The brochure also highlights that the firm reports no assets under management and relies on hourly and negotiated fixed fees—practices that differ from the percentage‑of‑AUM fee structures common among many investment‑manager peers.

To learn more about the advisors currently working at GCD Financial Planning and Advisory Services, 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.