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 Group is an SEC‑registered investment adviser that provides discretionary investment management, wealth planning, and retirement plan advisory services. The firm offers 3(21) and 3(38) plan-level consulting and ongoing fiduciary support for retirement plans in addition to customized financial planning and portfolio oversight. The firm’s investment process emphasizes Modern Portfolio Theory and a primarily long‑term approach, typically constructing diversified portfolios using low‑cost mutual funds and ETFs while occasionally using individual stocks, bonds or REITs where appropriate. Gudorf Financial develops strategic asset allocations tailored to each engagement, implements those allocations on a discretionary basis, and monitors accounts regularly with the option to rebalance or harvest gains/losses as circumstances warrant. What is distinctive about Gudorf Financial compared with many peers is its network of affiliated professional services: it is affiliated with Gudorf Law Group (legal and trustee services), Gudorf Tax Group (tax and accounting), and Wealth Counselors (insurance), and the brochure discloses that clients may be offered reduced or waived fees for those affiliated services. The firm’s emphasis on retirement plan advisory work (including pension consulting and ERISA fiduciary support) and these law and insurance affiliations are less common among similarly categorized investment managers and introduce potential conflicts of interest the firm discloses in its brochure.
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.
Name |
Location |
Years of experience |
|---|---|---|
Dayton, OH
| 14
| |
Dayton, OH
| 5
|
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