Since 1994, we have strived to be the lead financial advisor for our clients through honesty, integrity, and deep professional knowledge. What this means to you is we get to know you on a personal level and are always there for you throughout your Bench of Life™.
We explain things clearly and value your well-being. The goal is to provide you confidence in having a partner who connects with you and where you want to go in life.
WORKING WITH US
Our goal is to provide our clients with trust and confidence throughout their Bench of Life™. We strive to be there for them and stay a step ahead of where they want to be in life. As an independent firm, we do not focus on particular products or platforms. Our objective is to understand you personally and build a relationship before any financial recommendations are discussed. We hope you gain confidence in the comprehensive nature of what’s been done for you.
We bring our research to the table. You have a person to work with, not a platform. We know there are various options to help you move through your bench of your life, not just one solution. Having a partner whose opinion you can trust, who always takes time for you and knows your complete situation could provide a real benefit.
Our firm is proud to do things the right way – caring for our clients and our local communities. Many of our clients have been with us for decades throughout their bench of life. They are special family members to us and cherished friends. We are there to provide a quick response and are always happy to hear from them. It’s the way we do things. As part of our community focus, the following organizations are some of the charities our advisors support:
All Named Entities are separate and unrelated to Gateway Financial Partners and LPL Financial.