A complete list of active advisors currently associated with Gurniak Financial Advisors, Inc.

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

Gurniak Financial Advisors is a small, supported registered investment adviser managing roughly $68.6 million on behalf of individual and high-net-worth clients, along with IRAs, trusts and estates. The firm offers investment management and consulting services, provides quarterly reporting, and permits clients to impose reasonable restrictions on their accounts. The firm primarily uses a passive investment approach, constructing portfolios from index mutual funds and exchange-traded funds to capture targeted asset-class exposures with low turnover. Accounts are handled on a nondiscretionary basis—clients retain authority over trade decisions—and assets are held with a third-party custodian using the firm’s platform relationships. What distinguishes the firm from many peers is its affiliation with an accounting practice; the adviser’s ongoing CPA practice occupies a material portion of professional time, creating closer integration between tax/accounting services and investment advice than is typical. Operationally, the firm does not block or aggregate trades, does not vote client proxies, and limits its custody role to fee withdrawal and related administrative functions.

To learn more about the advisors currently working at Gurniak Financial Advisors, Inc., 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.