The old ways of wealth management no longer work.
It's time for a different way
to manage your money and your financial life.
Who We Work With
Not all advisory firms are created equal. Gap Financial was established to give everyday people access to what is normally reserved for the ultra wealthy. We believe everyone deserves access to an innovative balance of institutional investment options and unbiased planning advice.
What We Do
We value objectivity, integrity and transparency. So we act as a fiduciary, providing independent investment management and fee-only financial planning tailored to the individual needs of all phases of life. We create personalized investment solutions, with a disciplined process to select, monitor, and adjust your investments so your plan stays on track despite life's ups and downs.