A complete list of active advisors currently associated with Gold Medal Waters, Inc.

Warmer can help you find a great advisor at Gold Medal Waters, Inc. or one who fits your needs even better.

Gold Medal Waters provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, retirement plans, charitable organizations and businesses. The firm offers both discretionary and non-discretionary portfolio management alongside ongoing financial planning and plan-level consulting. GMW generally follows a long-term, strategic asset-allocation approach, tailoring portfolios to each client’s goals, time horizon and risk tolerance. Portfolios are constructed primarily with mutual funds—most notably Dimensional Fund Advisors funds, which the brochure notes are available only through registered investment advisors—and are monitored and rebalanced as needed. The firm manages roughly $286 million with a small advisory team, and it uses a single combined wealth management fee model rather than the percentage-of-AUM billing that is common among peers. Gold Medal Waters also publicly advertises third-party ratings for its services and discloses specific custodial recommendations and written policies (including personal trading safeguards) as part of its governance and retirement-plan fiduciary services.

To learn more about the advisors currently working at Gold Medal Waters, Inc., 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.