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

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

GPS Financial serves individual and high‑net‑worth clients, offering one‑time and ongoing financial planning as well as ongoing discretionary investment management. The firm reports managing about $77.3 million in discretionary assets for 263 clients and states there are no account minimums for its Investment Management service; it also offers project‑based and hourly planning options. The firm’s investment approach emphasizes capital preservation, risk management, and behavioral‑economics principles, using a goal‑based planning process to guide long‑term core-and‑tactical asset allocation portfolios. GPS primarily recommends ETFs and mutual funds, documents client objectives in an Investment Policy Statement reviewed at least annually, and monitors and rebalances portfolios on an ongoing basis. GPS is noteworthy for a high client load relative to its advisor count — more than 200 clients per advisor — and for the principal’s role as a licensed insurance agent; the brochure discloses the availability of fixed insurance products, including annuities, and notes that commissionable insurance sales may present conflicts of interest. The firm requires custody at Schwab Advisor Services, discloses receipt of Schwab support services, and indicates relationships with third‑party platforms such as Orion and Aspire.

To learn more about the advisors currently working at GPS Financial, 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.