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

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

Gudorf Financial provides discretionary investment management, comprehensive wealth management and financial planning to individuals, trusts, estates, businesses and retirement plans, and offers 3(21) and 3(38) retirement plan advisory services. The firm reports managing about $121 million across roughly 100 client relationships and generally requires a minimum relationship size of $750,000, indicating a focus on larger accounts rather than mass‑market retail clients. The firm’s investment process is grounded in Modern Portfolio Theory and typically produces long‑term, diversified portfolios built primarily from low‑cost mutual funds and ETFs, while occasionally using individual securities or retaining legacy holdings for tax or fit reasons. Gudorf Financial provides continuous monitoring and discretionary trading, prepares investment policy statements for plan clients, and operates a wrap‑fee program that bundles custodial, trading and administrative costs into a single asset‑based fee. Gudorf Financial is affiliated with related entities that provide legal, tax, trustee and insurance services, and discloses that certain advisory personnel are licensed to sell insurance and may receive commissions; the firm highlights these relationships and associated conflicts of interest in its disclosures. The firm also maintains an institutional relationship with its custodian and receives economic benefits from that arrangement—features that distinguish its service model and conflict‑management considerations from many peers.

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