A complete list of active advisors currently associated with Gentry Financial
Warmer can help you find a great advisor at Gentry Financial or one who fits your needs even better.
Gentry Financial provides investment management and comprehensive financial planning to individuals as well as to employer-sponsored retirement plans, charitable organizations, and corporations. Services include discretionary portfolio management, ongoing and project-based financial planning, and retirement plan consulting for plan sponsors. The firm’s investment process is informed by Modern Portfolio Theory and blends passive and active strategies, with asset allocation, tax considerations, and manager selection guiding portfolio construction; implementation can include mutual funds, ETFs, Dimensional Fund Advisors funds, and outside managers. Advising is tailored to each client’s objectives and risk tolerance, with periodic reviews and the ability for clients to impose reasonable investment restrictions. Noteworthy for a firm of its size, Gentry Financial provides institutional portfolio management and pension consulting—assisting plan sponsors with investment policy statements, manager reviews, fee analysis, and participant education—services that are relatively uncommon among similar independent advisers. The firm also uses standing letters of authorization for certain transfers and relies on DFA fund availability, which may entail advisor-specific purchasing restrictions that clients should consider if they later change advisers.
To learn more about the advisors currently working at Gentry 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.
Name |
Location |
Years of experience |
|---|---|---|
Fishers, IN
| 2
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")