A complete list of active advisors currently associated with Gerstemeier Financial Group,LLC

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

Gerstemeier Financial Group, LLC provides personalized financial planning and ongoing investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. The firm operates on a fee-only basis and serves a relatively small client base with two advisers managing roughly $143 million in discretionary assets across about 70 clients. The firm favors a strategic asset-allocation, core-and-satellite approach that uses passive index funds and ETFs for core exposures and tactical satellite allocations as appropriate, and it commonly implements portfolios on a discretionary basis while using investment policy statements and periodic rebalancing. Client relationships are documented with written plans and net worth statements, quarterly reviews, and trade execution under a limited power of attorney; retirement plan engagements are handled on a non-discretionary consulting basis. Noteworthy for a firm of its size, the principals and staff hold professional financial planning and tax/accounting credentials (CFP®, CPA/EA) and the firm offers in-house tax-preparation and trust/estate support alongside retirement-plan consulting. The adviser does not sell commission products or participate in wrap programs, and it leaves proxy voting to clients rather than casting votes on their behalf.

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