A complete list of active advisors currently associated with Gorman Financial Management

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

Gorman Financial Management provides fee-only comprehensive personal financial planning, investment monitoring, and financial consulting for individual clients and families. The firm now works only with a small group of longstanding clients and has closed to new engagements. The firm applies a top-down Modern Portfolio Theory approach to construct individualized asset allocations across multiple asset classes, relying primarily on pooled investment vehicles such as mutual funds, ETFs, variable annuities, and third‑party managers. It does not provide advice on individual stocks or bonds, does not accept discretionary authority over client accounts, and conducts periodic performance reviews against benchmarks. What is distinctive is that the firm does not charge percentage‑of‑assets fees — an uncommon practice among independent advisors — and operates on a fee‑only basis with clients paying fees directly to the firm. The advisor follows CFP and NAPFA ethical standards despite an inactive CFP certification, has limited succession plans as workload is being reduced over time, and provides defined short-term transition support to clients rather than a long-term successor arrangement.

To learn more about the advisors currently working at Gorman Financial 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.