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Greg Frankos, CPA®
Financial Advisor
Financial Planning for Business Owners and Families
Coordinating the investment, tax, and estate sides of your life, informed by a CPA's working knowledge of the tax code.
Invest in Your
Our Why
We believe the most useful thing we can do is help you understand the decisions in front of you. We can’t sit on your shoulder for every financial choice you make, so we put education at the center of the relationship. That’s why we take the time to explain your options in plain language before anything gets decided.
At Gateway Financial Partners, our goal is to be an experienced partner in financial planning for business owners, multigenerational families, and people working through a major change. We help you organize what you’ve built, think through what comes next, and coordinate the investment, tax, and estate pieces so they work together rather than separately.
Greg began his career in public accounting in 1995 and later served as a CFO before moving into financial planning. He brings a CPA’s understanding of the tax code at both the individual and business level. That background shapes how we work: we ask a lot of questions up front so we understand not just the need you came in with, but the rest of the picture around it.
Sorting through investments, taxes, an estate, and a business at the same time can feel like a lot, and it’s easy to put off. Our goal is to help you get organized, understand your choices, and make decisions with intention, one conversation at a time.
Get to Know Us
Greg Frankos, CPA®
Financial Advisor
About Greg
Greg Frankos works with multigenerational families and owners of closely held businesses, helping them coordinate investment, retirement, tax, and estate planning into one plan. Over the years he has also built a small but meaningful group of clients who are widows, helping them work through the practical decisions that follow the death of a spouse so the transition of assets is less overwhelming during a hard time.
Greg graduated from Villanova University in 1995 with a Bachelor of Science in Accounting. He then spent nine years in public accounting with two large firms, with a one-year stretch in the middle serving as CFO of a company that was a client of the firm. That work put him in front of individual tax returns, closely held family businesses, publicly traded companies, and entrepreneurs, and it gave him a working knowledge of the tax code at both the individual and business level. He has been a licensed CPA for 26 years.
He moved into financial planning because he found he could do more for people by working with them at a granular level on their goals. Clients notice that he asks a lot of questions early. The discovery process is deliberate: it lets him understand not only the need a client came in with, but the rest of their portfolio, retirement plan, investment strategy, and estate plan. Many of those relationships become personal over time, and he considers that part of the work.
Greg believes a life of service to others is one well lived. He tells clients to take advantage of his experience as much as they can, because the point of everything he has learned in more than thirty years in financial services is to put it to use for the people who rely on him.
Our Services
Our Process
Do Our Values Align?
Our Ideal Client
We believe the relationship works best when we know you well. We ask you to let us into your life as much as you’re comfortable with, not out of curiosity, but because the more we understand, the more useful we can be in helping you maintain and manage what you’ve built. At Gateway Financial Partners, we work with people who want a planner who will ask the second and third question.
You might be:
- Running a family business and thinking about how it passes to the next generation
- Managing wealth that spans two or three generations of one family
- Recently widowed and facing the paperwork and decisions that follow
- Wondering how your investments, taxes, and estate plan fit together
- Offering benefits to employees and unsure whether the plan still fits
You don’t need to have it all figured out. Our process starts with discovery on purpose, because that’s how we make sure every part of what we agree to handle gets the attention it needs. If that sounds like the kind of working relationship you’re looking for, we’re here when you’re ready.
Insights & Market Commentary
FAQ's
What is an independent financial advisor and what do they do?
A financial advisor is a professional who helps clients manage their finances, investments, and wealth. They offer personalized advice and guidance based on their clients' financial goals and needs. Financial advisors can provide services such as retirement planning, investment advice, tax planning strategies, estate planning strategies, and more.
Why should I hire a financial advisor?
Hiring a financial advisor can be beneficial for those who need help managing their finances, planning for the future, or making investment decisions. Financial advisors can provide professional advice and guidance to help clients pursue their financial goals and make informed financial decisions.
How can I determine whether my advisor is a qualified professional?
When looking for a financial advisor, using BrokerCheck can provide valuable information about the advisor's background, including their employment history, registration status, and any disciplinary actions or customer complaints. By using BrokerCheck, investors can make informed decisions about which financial advisor to work with and avoid potential fraud or misconduct.
What services do financial advisors typically offer?
Financial advisors can offer a wide range of services, including retirement planning, investment advice, tax planning strategies, estate planning strategies, risk management, and more. The specific services offered may vary depending on the advisor's experience and qualifications.
What is your approach to helping clients navigate market volatility?
As an independent financial advisor, we believe in developing a diversified investment portfolio that aligns with clients' long-term financial goals and risk tolerance. We review and rebalance portfolios regularly and provide education to help clients understand their investment strategy. During times of market volatility, we stay in close communication with our clients to provide guidance and support. By taking a strategic, long-term approach, we help our clients pursue their financial goals despite market fluctuations.
*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Frequently Asked Questions
We understand that managing your finances can be a daunting task, and that’s why we’re here to help. As experienced professionals in the financial industry, we are committed to providing our clients with personalized advice and guidance to help them work toward their financial goals. In this section, we’ve compiled a list of frequently asked questions to help you understand what a financial advisor is, how we can help you, and what to expect when working with us. We hope this resource will provide you with valuable information and help you make informed decisions about your financial future.
Invest in Your Future Today
Start with a conversation and bring your questions.
Whether you’re looking for a second opinion, help getting organized, or someone who can look at the tax and investment sides of a decision at the same time, we’re here to help you think it through. Reach out when you’re ready and we’ll set up a time to talk about where things stand and what you’re working toward.
Our Location
Gateway Financial Partners
11 S Washington St. Ste. B
Easton, MD 21601
410-690-8203
gfrankos@mygfpartner.com
