Dan LaBroad
Financial Planning That Meets You Where You Are
From starting out to planning your legacy, we’re here to help you organize, grow, and feel more confident about your financial life—with guidance that fits who you are and where you’re headed.
Invest in Your
Our Why
At Gateway Financial Partners, we believe financial planning should be personal—not one-size-fits-all. We work with individuals and families who want more than generic advice. Whether you’re navigating a major transition, preparing for retirement, or looking to create a meaningful legacy, we provide perspective, organization, and a thoughtful approach to your financial life.
We understand that financial decisions are often tied to your values, your goals, and the people you care about most. That’s why we take time to listen, learn, and build strategies around what’s important to you.
Our process is designed to remove the noise, simplify the complex, and give you space to focus on what truly matters. With our team’s collaborative support and experience, we’ll help you bring structure to your financial world and move forward with clarity and purpose—wherever life takes you.
Get to Know Us
Dan LaBroad
Managing Director, Private Client Advisory
Dan LaBroad: A Wealth Management Specialist with a Personalized, Value Driven Approach
Dan LaBroad has been helping clients navigate their financial lives since 2008, when he got his start at a Boston-based asset management firm during the financial crisis. That experience shaped his calm, practical approach and sparked his passion for helping others avoid emotional decision-making.
Now based in Newburyport, Massachusetts, Dan works closely with individuals and families across a wide range of industries—including mariners, contractors, business owners, healthcare professionals, and remote tech workers. He’s known for making financial topics easier to understand and for offering guidance that’s both practical and personal.
When he’s not working, you’ll find Dan enjoying time with his wife, Lauren, and their dogs or spending time around town as an active part of the local community. He also collaborates regularly with a valued network of professionals, including CPAs (like his father, Bill LaBroad Jr.), attorneys, and other specialists, to help clients address a wide variety of financial needs.
Our Services
We work with individuals, families, and business owners who want to take a more organized, thoughtful approach to their financial lives. Whether you’re out at sea, running a business, working remotely, or just getting started in your career, we offer financial planning that’s tailored to your unique circumstances. Here’s a closer look at how we can help:
For Business Owners
Running a business comes with financial complexity—and opportunity. We offer guidance to help you manage both. Services include:
- Customized financial strategies for your business and personal finances
- Planning for retirement income with tax-aware approaches
- Cash flow management and forecasting
- Business continuity and transition planning
- Scenario analysis to evaluate financial decisions and risks
For Emerging Professionals, Remote Workers & Tech Industry Clients
If you're building your career, navigating remote work, or dealing with complex compensation packages, we offer services to help you stay organized and plan ahead:
- Financial planning tailored to your remote work lifestyle
- Equity compensation and stock option guidance
- Tax planning for multi-state or complex filing situations
- Personalized dashboards to help you track your progress
- Investment strategies that fit your goals and timelines
- Tech-forward planning tools with flexible meeting options
- Scenario analysis to help weigh different financial choices
Financial Literacy & Education Support
Whether you're looking to build your own knowledge or educate others in your workplace or community, we provide:
- A curated financial education resource library
- Workshops and seminars tailored to your audience
- Personalized one-on-one coaching
- Access to trust services* for long-term planning
- Scenario-based education to bring planning concepts to life
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
For Mariners
We understand the unique income cycles and planning needs of those who work on the water. Dan offers a specialized approach for mariners that includes:
- Budgeting for vessel upkeep and seasonal expenses
- Insurance review and coverage optimization
- Tax planning strategies tailored to maritime income
- Income diversification for long-term stability
- Scenario planning for “what if” situations at sea and on shore
Comprehensive Retirement Strategies
From business owners to individuals preparing for retirement, we offer thoughtful retirement planning that adapts to your goals:
- Plan design and implementation for individuals and small businesses
- Administrative support and compliance coordination
- Employee education to help teams understand their benefits
- Planning for retention, engagement, and long-term benefit value
- Scenario analysis to explore different retirement timelines and outcomes
Risk Management & Insurance Planning
Protecting your income and planning for the unexpected are key components of a strong financial foundation. We offer:
- Income replacement strategies
- Key person insurance for business continuity
- Coverage for buy-sell agreements and debt obligations
- Insurance solutions tied to business loans and financing
- Scenario analysis to review potential coverage gaps and needs
Our Process
We believe financial planning should feel approachable—not overwhelming. That’s why we follow a clear, collaborative process to help you get organized, make informed choices, and move forward with confidence.
Do Our Values Align?
Our Ideal Client
Financial planning isn’t one-size-fits-all—and neither is our approach. We take pride in working with individuals and families from all walks of life who are looking for clarity, organization, and a long-term financial partner. If you’re someone who values honest guidance, ongoing communication, and a planning process that adapts to your life, we might be a good fit.
We work especially well with:
- Mariners navigating unique income cycles, tax considerations, and planning for downtime between jobs
- Business owners who need support balancing business goals with personal financial planning
- Remote workers and tech professionals managing equity compensation, multi-state taxes, and digital-forward lifestyles
- Emerging professionals who want to build financial confidence and create a strong foundation early in their careers
- Contractors and real estate agents with variable income and complex expense structures
- Healthcare professionals and hospitality workers who are focused on building long-term stability
- Those seeking financial education—whether for themselves, their employees, or their communities
What unites our clients is not a specific career or asset level—it’s a desire to feel more organized, informed, and supported as they navigate life’s financial decisions.
Our Planning Philosophy
- We focus on relationships, not transactions
- We believe in education over jargon
- We collaborate with other professionals when needed
- We tailor each plan to reflect your unique lifestyle and priorities
- We don’t expect you to have it all figured out—our job is to help you feel more confident in taking the next step
If you’re looking for a financial partner who meets you where you are—and grows with you from there—we’d love to connect.
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Client Center
FAQ's
Frequently Asked Questions
What services do you offer?
We offer a wide range of financial planning services tailored to different industries, life stages, and goals. Whether you're in the marine industry, real estate, construction, hospitality, education, or leading a union workforce, we’ll help you organize your finances and move forward with clarity. Services include:
- Goals-based financial planning
- Retirement strategies and income planning
- Risk management and insurance planning
- Tax-aware planning in coordination with your CPA
- Cash balance plans and business owner planning
- Budgeting, cash flow analysis, and debt management
- Investment strategy and portfolio alignment
- Social Security and Medicare reviews
- Business structure and distribution planning
- College savings strategies and philanthropic guidance
- Employee Stock Option Plan (ESOP) planning
- Estate and legacy planning reviews
- Scenario analysis to explore "what-if" situations
How long has Dan been in the financial industry?
Dan has worked in financial services since 2008. His career began at a Boston-based asset manager during the financial crisis, which shaped his calm and practical approach to planning. He now serves a wide range of clients with the same thoughtful perspective he’s developed over the past 16+ years.
What makes Dan different from other financial advisors?
Dan brings a combination of deep industry experience and strong professional relationships. He regularly collaborates with CPAs, attorneys, and insurance professionals to provide well-rounded support. In fact, his own father is a CPA, and Dan leverages that connection and others to help clients navigate complex financial decisions without feeling overwhelmed.
How can I schedule a meeting?
You can schedule a meeting in a way that’s most convenient for you—by phone, email, or the contact form below. Dan also welcomes you to stop by the office in Newburyport to say hello.
(978) 314-8341
dlabroad@mygfpartner.com
154 Water Street, Newburyport, MA
What types of businesses does Dan work with?
Dan works with a variety of business owners across industries—from real estate developers and general contractors to restaurant owners and independent consultants. He understands that each business has its own planning needs and works with owners to build financial strategies that reflect those differences.
What is your investment approach?
Our approach is grounded in long-term planning, appropriate diversification, and aligning portfolios with your financial goals and comfort with risk. We focus on education and clear communication so you can feel more confident in the investment decisions you’re making over time.
Can I work with Dan remotely?
Yes! We offer virtual meetings, phone consultations, and online tools to make planning flexible and accessible—no matter where you’re located. Whether you’re local or halfway across the country, we make staying connected easy.
How do I know my information is protected?
We take privacy and compliance seriously. Gateway Financial Partners is registered with the appropriate regulatory bodies, and we follow strict standards to safeguard your financial information. You can review our firm’s credentials and registration through the Investment Adviser Public Disclosure (IAPD) website.
How does Dan’s professional network benefit me?
Dan partners with a professional group of CPAs, attorneys, and specialists to help address the many moving parts of your financial life. This collaborative approach means you don’t have to go it alone—if something is outside the scope of our services, we’ll connect you with someone who can help.
Invest in Your Future Today
Let’s Start the Conversation
No matter where you are in your financial journey, having someone to talk to can make all the difference. Whether you’re trying to get organized, planning for retirement, or figuring out what to do with a complex financial situation, we’re here to help you move forward.
Schedule a meeting with Dan to see if working together feels like the right fit. There’s no pressure—just a chance to ask questions, explore options, and take the next step when you’re ready.
Our Location
Gateway Financial Partners
154 Water Street,
Newburyport, MA
(978) 314-8341
dlabroad@mygfpartner.com
CA Insurance License # 4146978
