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Strategic Alliances

The GM Financial Group, LLC is proudly associated with the most well-respected organizations within the financial advisory industry including:

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The National Association of Personal Financial Advisors (NAPFA)  is the USA's  leading professional association of Fee-Only financial advisors. Members include highly trained professionals who are committed to working in the best interests of those they serve without the conflict of interest inherent in selling financial products for commissions. Since 1983, NAPFA has admitted select financial professionals who meet the highest standards for professional competency, client-focused comprehensive financial planning, and Fee-Only compensation. See our NAPFA proflile here. See our FeeOnlyNetwork profile here.

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Dimensional Fund Advisors allows select advisory firms, including The GM Financial Group, LLC, to provide clients access to their highly regarded family of investment funds. Dimensional has more than $415 billion under management as of August 31, 2016. Its funds are not offered directly to the public, but only to institutional investors and through approved fee-only Registered Investment Advisors.

Dimensional's investment strategies are supported by extensive historical research, which documents a reward for taking risk. Since the firm was founded in 1981, Dimensional has continued to work with some of the world's leading economists to develop and enhance its startegies. The global firm's directors and executives include Nobel Prize laureates and leading economists such as Myron Scholes, Robert C. Merton, Eugene Fama, Roger Ibbotson and Kenneth French. You can learn more about Dimensional by viewing video's in our video section. The Dimensional (DFA) Website can be found here.


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The Certified Financial Planner CFP® designation is highly regarded in the personal financial advice industry. It requires extensive training and experience and is a recognized standard of excellence for competent and ethical personal financial planners. Visit our profile here.


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A Personal Financial Specialist (PFS) is a Certified Public Accountant (CPA) who meets the financial planning requirements established by the American Institute of Certified Public Accountants (AICPA). The credential is awarded only to CPAs who demonstrate the requisite experience, education, examination, and ethical standards established by the AICPA. Visit our listing here.


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A CPA, or Certified Public Accountant, is a trusted financial advisor who helps individuals, businesses, and other organizations plan and reach their financial goals. Whatever those goals-saving for a new home, opening a new office, or planning a multi-billion dollar merger-CPAs can help.

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The American Institute of Certified Public Accountants, founded in 1887, is the world’s largest association representing the accounting profession, with nearly 377,000 members in 128 countries. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting; membership is also available to accounting students and CPA candidates. The AICPA sets ethical standards for the profession and U.S. auditing standards for audits of private companies, non-profit organizations and federal, state and local governments. It develops and grades the Uniform CPA Examination.

 

In addition our clients’ assets are custodied through TD Ameritrade Institutional and Scottrade Advisor Services. The GM Financial Group, LLC has an institutional relationship with both custodians that allows us to better service you on many levels.

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TD Ameritrade Institutional is a leading firm with a long history of working exclusively with independent financial advisors. TD Ameritrade is one of the the largest providers of dedicated custodial services to the independent investment advisor community, and offers investors a variety of advantages such as the convenience of local branches, specialized institutional trading, banking, trust and pension services, cash management tools, and 24-hour online account access.

TD Ameritrade provides cost-efficient access to the wealth management and investment products our clients need, with the financial safety and security that is crucial in today's economic environment. TD Ameritrade is also a leader in technological innovation, which allows us to manage portfolios with efficiency and precision.

We are also on GuideVine Phiiladelphia and New Jersey and you can see our financial planning and investment advisory profile here.