A complete list of active advisors currently associated with GFP Wealth Management

Warmer can help you find a great advisor at GFP Wealth Management or one who fits your needs even better.

GFP Wealth Management provides fee-only financial planning and discretionary portfolio management to individuals, high-net-worth clients, families, and small business owners. Services described in the brochure include cash flow and tax analysis, retirement and estate planning, risk management, and ongoing portfolio oversight. The firm expresses a market-efficient, low-cost investment philosophy, generally recommending no-load mutual funds, ETFs, U.S. government securities and customized asset allocation tied to each client’s cash needs, tax situation and risk tolerance. GFP typically implements and monitors portfolios through an unaffiliated sub-adviser, Asset Dedication, which holds discretionary trading authority and provides operational support for client accounts. What distinguishes GFP from many independent peers is its explicit work with corporate and small business clients alongside individual households, and its client structure that involves separate advisory agreements with the third-party manager it recommends. The firm is fee-only, does not accept commissions, and maintains a written Code of Ethics and personal trading policies intended to address potential conflicts of interest.

To learn more about the advisors currently working at GFP Wealth Management, 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.