As a Fee-Only Registered Investment Advisor, We Put YOUR GOALS FIRST
As a Registered Investment Advisor, we are legally required to place your interests first and provide advice based on reaching your goals, not on commissions. We are a Fiduciary. Our fee-only compensation is structured to avoid any conflicts of interest. We never share in commissions or trading fees of any kind.
At our firm the client is always first. We are guided by the rule that we treat our clients as we would want to be treated if we ourselves were clients. Gardey Financial Advisors offers services that encompass all of your financial needs. Comprehensive and thorough, you will find our services go beyond what you will find with other firms.
We offer a wealth of services.
Gardey Financial Advisors offers services to encompass all of your financial needs. Comprehensive and thorough, these services go beyond what most financial advisors offer, and we assist you in securing your financial future regardless of what stage of life you’re in. Our extensive services include the following:
- Investment management
- Pre/Post retirement planning
- Estate planning
- Tax minimization
- Insurance review
- College funding
- Debt management