We are a fee-only Registered Investment Advisor firm. We are not stockbrokers.
Unlike brokers, we are required by law to always place your interests first and provide unbiased advice. In legal terms we are a “fiduciary.” This practice ensures that you will receive sound investment management and financial planning advice based only on reaching your goals and not on generating commissions. Our fee-only compensation is structured to avoid any conflict of interest, and we never accept commissions or trading fees of any kind.
In our firm the client is always first. This philosophy has been the cornerstone of our firm and has governed every decision we make. Since our founding in 1985, our firm and our staff have always been guided by the rule that we treat our clients as we would want to be treated if we ourselves were clients.
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