Gci Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$127,525,934
Clients
130
Advisors
3
of 3 employees
About
GCI Financial Group provides asset management and financial planning services to individuals, trusts, pension plans and business entities, managing about $145.1 million for roughly 130 clients through a three-advisor team. The firm offers continuous portfolio supervision and written financial plans covering areas such as retirement, estate, charitable, education, mortgage/debt, insurance analysis and corporate and personal tax planning.
Portfolios are tailored to client goals with quarterly reviews and may be managed on either a discretionary or non-discretionary basis; the firm describes using fundamental, technical, charting and cyclical analysis in its investment process. Notably, GCI employs option-writing strategies (covered calls, cash-secured puts and puts to hedge) and trades inverse/leveraged ETFs, and states that derivative instruments are used in separately managed accounts for select clients and typically held only for relatively short periods.
Distinctive features disclosed in the brochure include that some representatives are licensed insurance agents who receive customary commissions for insurance sales, a potential conflict the firm says it discloses and seeks to mitigate, and that the firm maintains custodial relationships (including with Charles Schwab) that provide research and execution services. The firm generally requires a $300,000 account minimum (waivable at its discretion) and emphasizes the ability for clients to place reasonable investment restrictions on their portfolios.
Client services
Expertise
Fee options
Flat fees for financial planning and consultation services ranging from $500 to $2,500
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
$250 per hour for financial planning and consultation services
Account minimum: $300,000 (may be waived at firm's discretion) Minimum fee: Minimum fee of $500 for written financial plans, negotiable Fee-only: Flat fees range from $500 to $2,500; Hourly fees at $250/hour; fixed fees used in lieu of percentage fees and negotiated case-by-case
Main office
5 Cold Hill Road South, Suite 23
Mendham NJ 07945
Advisors at this office
3
Most active in
Connecticut · Florida · New Jersey · New York · Pennsylvania
Also doing business as
Gci Financial Group · Gci Financial Group, Inc. · Gci Group Benefits · Gci Insurance Services · Gci Wealth Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
David S
CFP®, Series 63, Series 65
Mendham, NJ
Gci Financial Group
David Spiegel is a CFP® with 31 years of experience in the financial services industry. He is currently with Gci Financial Group, having joined in 2025, and previously worked at Lantern Wealth Advisors, APS Pension and Financial Services, and Axa Advisors. Outside of his advisory role, he acts as a broker offering fixed life and long-term care insurance products and corporate health insurance through several providers. GCI Financial Group manages approximately $145 million for around 130 clients, providing asset management and financial planning services tailored to individuals, trusts, pension plans, and businesses. The firm uses a variety of analytical methods and option-writing strategies, with portfolio supervision that includes quarterly reviews and customized investment restrictions.
Michael G
CFP®, ChFC®, Series 63, Series 65
Mendham, NJ
Gci Financial Group
Michael Greco is a CFP® and ChFC® professional with 23 years of industry experience. He has been with GCI Financial Group since 2001 and is a 50% owner of the firm. Outside of his advisory role, he serves as President of the Jockey Hollow Professional Office Park Condominium Board. GCI Financial Group, Inc. is an SEC-registered investment adviser serving individuals, families, trusts, pension, and corporate clients. The firm manages approximately $105 million using individualized investment strategies with continuous supervision and quarterly reviews, employing a combination of fundamental, technical, and cyclical analysis.
Matthew S
CFP®, Series 63, Series 65
Mendham, NJ
Gci Financial Group
Matthew Sherbine is a CFP® professional with 23 years of industry experience and has served at GCI Financial Group since 2001. He is a 50% owner and Managing Member of JHP Real Estate Group, LLC, which owns the office condominium housing GCI Financial Group. GCI Financial Group provides asset management and financial planning services to individuals, trusts, pension plans, and business entities. The firm manages approximately $145.1 million for around 130 clients, offering tailored portfolios with quarterly reviews and employing strategies including option-writing and the use of derivatives for select accounts.
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