A complete list of active advisors currently associated with Guzek Asset Management

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Guzek Asset Management provides personal financial planning to individuals, trusts, estates, charitable organizations and business entities, delivering written plans that address cash flow, retirement income, tax, education, estate and business planning. The firm’s client base is primarily individual and high‑net‑worth clients, and plans are tailored to each client’s stated goals and circumstances. GAM offers non‑discretionary financial planning only and does not provide ongoing portfolio management or custody of client assets; written plans are updated upon material change or at least every three years to monitor progress. The firm discloses that it does not use percentage‑of‑assets fees for its planning services, instead relying on non‑AUM billing arrangements and on client direction for implementation. Distinctive aspects include the firm’s operational ties to LPL Financial and the fact that supervised persons hold securities and insurance licenses, which allows them to implement recommendations through LPL as registered representatives and to receive commissions or other compensation — a potential conflict the brochure discloses. The practice is small (three advisors supporting roughly 43 clients) and includes multiple CFPs and a CPA among its staff, making its combination of boutique planning focus and advisor affiliations atypical among peers.

To learn more about the advisors currently working at Guzek Asset Management, 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.

You can also browse Guzek Asset Management's office locations.