A complete list of active advisors currently associated with GSG Advisors, LLC

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

GSG Advisors provides investment advisory and financial planning services primarily to high‑net‑worth individuals, families, closely held companies, and plan sponsors, and also works with trusts, estates and not‑for‑profit organizations. The firm offers investment supervisory services, separate account manager selection, pension/cash‑balance consulting, standalone financial plans, and ongoing consulting and wealth‑management portal access. The firm’s investment process emphasizes asset allocation and portfolio structure, often implementing advice through third‑party managers and a manager‑of‑managers approach, with strategies that include long‑term holdings, option writing and periodic rebalancing; accounts may be managed on a discretionary or non‑discretionary basis and are reviewed at least quarterly. GSG generally looks to use diversified mutual funds, ETFs and separately managed accounts and monitors selected managers for continued fit with client objectives. What is noteworthy about GSG compared with many peer teams is the breadth of affiliated business activities: principals are partners in a law firm that focuses on estate planning, operate an insurance agency, are involved as licensed real estate agents, and manage affiliated real estate and private‑equity vehicles (Sage Ventures, HEEL Ventures and related entities) that may be offered to clients. The firm manages roughly $862 million across about 180 client relationships—an unusually high level of assets per advisory principal—and discloses conflicts of interest from affiliate referrals while noting clients are under no obligation to use those affiliated services.

To learn more about the advisors currently working at GSG Advisors, 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.