To us, success is generational clients and 30 year relationships. It is clients’ minds at ease because they understand the financial plan that will get them to the finish line. In other words, success to us is earning trust.

We are client focused, therefore, we put our clients’ interests first. Our team members demonstrate high character and ethics in and out of the office.

We hold ourselves to a high standard of care for our clients. We serve them by doing the work required to give good advice (and act on it), while having the humility to listen to their concerns.

We are thoughtful, thorough, and deliberate in our advice and recommendations for clients. We don’t use short cuts but use our knowledge and hard work to find the solution.

Our team is passionate about learning and problem solving. We enjoy finding solutions to the unique and complex situations our clients bring us.

...and we don’t take this lightly. We are blessed to be the trusted financial advisor of hundreds of families across 31 states in the USA. We view this as a responsibility to do more than work in our client's best interest. We view it as a responsibility to treat these families as we would treat our own.

Our team has a combined 140+ years in the financial industry and 10 elective designations ranging from CFPs to WMCPs to CFAs that required thousands of combined hours of studying. This dedication to mastering our craft led us to have the opportunity to present over 1,000 financial plans in the last 10 years and come to manage for $700 million in assets. Though we view each client as having unique financial challenges, this experience helps us provide the best financial advice for our clients.

At GSG, our values and mission are important to us and affect our daily actions and long term planning.

We value:

• Trust
• Integrity
• Service
• Knowledge
• Intentionality

Our mission is “to deliver comprehensive financial planning that brings confidence, clarity, and precision to complex situations. Our multi-generational firm builds enduring client relationships through the quality and integrity of our work in order to afford our clients the peace of mind to focus on what matters most.”