Who We Are
Helping clients in our hometown and across the country
In 1985, Kim Gardey established what is now known as Gardey Financial Advisors in Saginaw, Michigan. As an investment management and financial planning firm, we currently manage over $175 million in investment assets for clients in 14 states. While we have expanded geographically throughout the decades, we have maintained the objective of treating all of our clients in Saginaw, Midland, and Bay City as our neighbors—as only a hometown business can.
Our staff of fifteen has nearly 300 years of combined financial planning experience. It includes six Certified Financial Planner™ (CFP®) professionals, a Chartered Financial Analyst™ (CFA®) charter holder, and an Investment Advisor Certified Compliance Professional® (IACCP®). The Gardey staff’s top priority is helping you secure the financial future needed to provide the life you want. We work to maximize the benefits of your financial resources by providing objective, individualized investment management and financial planning advice. Each of us understands that investment management and financial planning are lifelong endeavors, not one-time engagements. Achieving your life ambitions takes ongoing care and management, provided with the highest degree of integrity and expertise.