A complete list of active advisors currently associated with Gregory Financial LLC

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

Gregory Financial LLC provides financial planning and consulting to individuals, high‑net‑worth clients, trusts, non‑profits, small businesses and estates. The firm delivers one‑time financial plans, topic‑specific consultations and ongoing planning services but does not manage client investment accounts or serve as a custodian. Recommendations are developed from cash‑flow analysis, investment, tax and estate planning and are tailored to each client’s goals, risk tolerance and time horizon, with plans typically completed within stated timelines. The firm uses fixed and hourly fee arrangements and ongoing periodic fees rather than charging a percentage of assets under management. Distinctive features include a recent decision to discontinue offering asset management and an explicit absence of discretionary trading or proxy‑voting services, leaving implementation and custody to clients or third‑party custodians. The firm discloses that the principal maintains significant outside employment in strategic partnerships and a small volunteer role, and notes the principal’s professional credential (CFA); these outside activities and credentials are addressed in the firm’s conflict‑of‑interest and compliance policies.

To learn more about the advisors currently working at Gregory 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.

Name	Location	Years of experience
Andrew Gregory	Doylestown, PA	6

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