The GM Group, is a fee-only, independent, comprehensive financial planning and investment management firm grounded in a CPA discipline.
Our Mission Is Your Financial Freedom
We make a difference in your life by offering Independent Objective Advice. We DO NOT take commissions, referral fees or kickbacks from anyone! Our primary focus is helping families and individuals achieve a sense of direction, clarity, and confidence in their financial future.
Are You Annoyed By
Lack of Transparency
Hidden & Excessive Fees
Not Having Your Questions Answered
Being Talked to in a Language You Cannot Understand
We don’t do business that way. We provide our clients with exceptional financial planning, investment management and tax advice. Let us show you our proven financial strategies to grow and maintain your wealth.
Are We a Fiduciary? - Yes!
We act in the best interests of our clients. You can read the oath we adhere to as a member of NAPFA here.
A Rare Combination
We are both CFP’s (Certified Financial Planner Practitioners™) and CPA’s (Certified Public Accountants) with decades of experience. The combination allows us to expertly navigate your full range of financial needs. Our advisors stack the odds in your favor of living a prosperous life and enjoying a comfortable future.
We Look Forward to Meeting You!
Should your situation require objective, insightful and proactive advice that connects all aspects of personal wealth management, we look forward to speaking with you about the opportunities and challenges you face. Together we can determine how we can help foster your lifelong financial well-being and prosperity.