How does the advisor help clients – Key Takeaways:
GORMAN FINANCIAL MANAGEMENT provides personalized financial guidance to individuals and businesses, helping them achieve their financial goals and secure their financial future. With a team of experienced financial professionals, clients can expect comprehensive financial planning, investment management, and tax planning services.
Facts and Insights
GORMAN FINANCIAL MANAGEMENT prides itself on being a full-service financial management firm, providing clients with expert advice on all aspects of their financial well-being. Their team combines years of industry experience with innovative strategies to offer clients the best possible financial solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
GORMAN FINANCIAL MANAGEMENT offers a wide range of financial services, including:
- Comprehensive financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance planning and risk management
- Educational funding planning
- Employee benefits consulting
Client Types
GORMAN FINANCIAL MANAGEMENT caters to individuals, families, and businesses of all sizes. Their clients span a diverse range of industries and needs, but they all share a common goal: to secure their financial future and achieve their financial goals.
Fees & Compensation
GORMAN FINANCIAL MANAGEMENT operates on a fee-only basis, meaning they do not earn any commissions or third-party referral fees. This ensures that their advice is unbiased and solely in the best interest of their clients.
Background
GORMAN FINANCIAL MANAGEMENT was founded in 2000 by John Gorman, who has over 30 years of experience in the financial industry. John and his team bring a wealth of knowledge and expertise to their clients, helping them navigate the complex world of finance and achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, GORMAN FINANCIAL MANAGEMENT has a fiduciary duty to act in the best interest of their clients. They have no legal or disciplinary disclosures, ensuring that clients can trust in the integrity and transparency of their services.