What can your wealth do for you?
Your goals are our guide.
GM Advisory Group is an independent wealth management firm with a mission to provide its clients peace of mind through a deeply personal, collaborative approach to financial planning and investment advice. Our team of professionals works closely with every client to navigate challenges and opportunities with impact to their portfolios and in their everyday lives. By placing people and relationships at the center of what we do, we aspire to meet every wealth management need with exceptional service, making GMAG the first call for our clients when they make—or anyone they care about makes—a decision with significant effect on their lives, especially related to finances.
Aligning your finances with your life goals.
What can your wealth do for you?
Your goals are our guide.
GM Advisory Group is an independent wealth management firm with a mission to provide its clients peace of mind through a deeply personal, collaborative approach to financial planning and investment advice. Our team of professionals works closely with every client to navigate challenges and opportunities with impact to their portfolios and in their everyday lives. By placing people and relationships at the center of what we do, we aspire to meet every wealth management need with exceptional service, making GMAG the first call for our clients when they make—or anyone they care about makes—a decision with significant effect on their lives, especially related to finances.
Aligning your finances with your life goals.
2020 Barron’s Top 100 Independent Financial Advisors
2019 Barron’s Top 1200 Financial Advisors in the US
2019 FT 300 Top Registered Investment Advisors (RIAs)
2019 Forbes Best-in-State Wealth Advisor
2019 FA Top Registered Investment Advisors (RIAs)
2019 FA Top 50 Fastest Growing RIAs
Rankings and/or recognition by rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/ she will experience a certain level of results if GMAG is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of GMAG by any of its clients, or a third party. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. GMAG is a paid sponsor of the Barron’s in Education Program. GMAG has paid a fee to Forbes and Barron’s to receive expanded profile features, such as profile photo and contact information. GMAG has not paid a fee for placement on any rankings and/or recognition list. 2022 Forbes America’s Top RIA Firms – Time Period Covered 12/31/2021 Date of Ranking 10/25/2022 • 2022 Barron’s Top 100 Financial Advisors – Time Period Covered 6/30/2022 Date of Ranking 9/19/2022 • 2022 FA Top 50 Fastest Growing RIAs I FA Top Registered Investment Advisors (RIAs) – Time Period Covered 12/31/2021 Date of Ranking 7/20/2022 • 2022 Forbes BestIn-State Wealth Advisors SHOOK Research – Time Period Covered 6/30/2021 Date of Ranking 4/7/2022 • 2022 Barron’s Top 1200 Financial Advisors – Time Period Covered 9/30/2021 Date of Ranking 3/15/2022 • 2022 With Intelligence Private Asset Management Awards – Time Period Covered N/A Date of Ranking 2/17/2022