A fee-only, independent financial planning and investment management firm serving clients across the U.S.*
To us, trust lies at the foundation of a successful financial planning relationship. That's why we work especially hard to help establish, define and reach toward your financial goals while taking great pride in building long-term relationships with everyone we work with.
* GFM may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, GFM's website is limited to the dissemination of general information pertaining to its investment advisory services.