Gateway Financial Partners

Mike Rickett, MFin, CFA®, CFP®

Financial Advisor

Quality Investment Strategies Tailored to Your Goals

Discover How Strategic Investment Management Can Align with Your Financial Aspirations

Invest in Your Future Goals Legacy

Our Commitment to Your Financial Journey

At Gateway Financial Partners, our primary focus is on deeply understanding and meticulously addressing the unique financial situations of each client. Here, you’re part of our financial family. With over a decade of experience, Mike Rickett specializes in constructing financial blueprints tailored to the individual needs and desires of each of his clients.

Our methodology is built on a foundation of proactive client education. This helps to ensure that you are not just aware of, but truly understand, the rationale behind each investment decision. Mike’s dedication to transparency and education empowers clients, helping them to make informed financial choices with confidence.

We believe that a well-informed client is a confident client. By fostering a collaborative relationship, we strive to simplify and unravel the complexities of financial planning. This partnership approach ensures that your financial plan seamlessly evolves in tune with your life’s unexpected or expected shifts and aspirations.

Our Services

Get to Know Us

Mike Rickett, MFin, CFP®, CFA®

Financial Advisor

Mike Rickett: Leading with Evidence-Based Financial Strategies

A Canadian native with a passion in investment management, prior to joining Gateway, Mike ventured to The States to open his own RIA. A self-professed “investment nerd”, Mike has cultivated a rich professional background, passionate about designing portfolios and bringing something special to each and every client. “The science of investing is always evolving, and I believe that client portfolios should incorporate evidence-based investment strategies, i.e., things that have evidence that they work. Equally important is for me to make sure clients understand what they own and are comfortable with their portfolio’s risk so they can be better investors.”

Mike’s varied experience has equipped him with the ability to craft innovative yet sound investment strategies that effectively meet individual client needs. His career is marked by a deep commitment to client education and empowerment. He spends considerable time explaining investment intricacies to his clients, ensuring they understand and are comfortable with the strategies employed in managing their portfolios.

From the start of his career, Mike knew he wanted to work in capital markets and devote his time to making the financial lives of individuals better. He is passionate about helping families and individuals navigate financial decisions, and is a staunch advocate of continuous learning, keeping abreast of evolving market research and investment techniques.

Mike’s academic achievements include a Master of Finance from the Rotman School of Management at the University of Toronto, where he made the Dean’s List, and a Bachelor of Arts with a specialization in Economics from the University of Western Ontario, where he earned a Gold Medal for academic excellence. Mike also holds the Chartered Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNERTM certification. 

Beyond his professional life, Mike enjoys quality time with his wife Sarah and his loyal dog Sophie.

Life Philosophy: “Three rules for a career: Don’t sell anything you wouldn’t buy yourself. Don’t work for anyone you don’t respect and admire. Work only with people you enjoy.” – Charlie Munger

Do Our Values Align?

Aligning Our Knowledge with Your Financial Aspirations

At Gateway Financial Partners, we thrive on building relationships with individuals and families who are proactive about their financial future. Our ideal clients are those who appreciate the depth of thoughtful and informed financial guidance. They are individuals who are not just seeking to manage and grow their wealth but are eager to understand the mechanisms behind their investment decisions.

Our clients value a relationship built on mutual respect and shared goals. They are engaged in the process, ready to dive into the details, and appreciate the importance of a tailored approach to financial management. Whether you are at the beginning of your investment journey or looking to enhance an established portfolio, we seek to work with clients who are as committed to their financial health as we are.

A Partnership Built on Trust and Transparency We believe in creating partnerships where open communication and transparency are at the forefront. For us, a successful client relationship involves a two-way dialogue where your questions and concerns are addressed with clarity and insight. Our role is not only to advise but also to educate, enabling you to make informed decisions that reflect both your immediate needs and long-term objectives.

Customized Financial Guidance We understand that each client’s financial situation and goals are unique. That’s why we tailor our services to meet your specific needs. From developing personalized investment strategies to offering comprehensive retirement and estate planning, our goal is to provide solutions that precisely fit your requirements. We are here to help you navigate the complexities of the financial world, ensuring that your plans are robust and adaptable to changing circumstances.

In essence, if you are looking for a dedicated financial advisor who prioritizes your interests and aims to empower you through education and personalized service, then our values indeed align. Together, we can forge a path toward securing and enhancing your financial future.

Insights & Market Commentary


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.

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.

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.

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.

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

Take the Next Step: Contact Us Today to Start Shaping Your Financial Future

At Gateway Financial Partners, we’re here to guide you every step of the way. Start your journey toward financial clarity and confidence by scheduling an initial consultation with us. During this meeting, you’ll have the opportunity to discuss your financial goals, ask questions, and express any concerns in a no-pressure environment. This is your chance to see how our services can align with your needs and begin crafting a plan for your long-term financial confidence.

Taking action today means preparing for the uncertainties of tomorrow. With Mike Rickett’s professional guidance, you’ll gain access to tailored insights and strategies that help ensure your financial management is comprehensive. Contact us now to take the first step towards financial empowerment.

Our Location

Gateway Financial Partners
455 Winding Brook Drive
Glastonbury, CT 06033

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