Gartner Financial Advisors (GFA) is a fee-only financial planning and investment advisory firm serving clients in the Greater Cincinnati area and nationally. GFA provides comprehensive and objective financial planning to help clients organize, protect and grow their assets through life's transitions.
Neil Gartner is a fee-only CERTIFIED FINANCIAL PLANNERTM, is never paid a commission or referral fee of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. In 2000 Neil combined passions for personal finance and helping others by pursuing an "encore" career as a financial advisor.
Neil Gartner is a fee-only CERTIFIED FINANCIAL PLANNERTM, is never paid a commission or referral fee of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. In 2000 Neil combined passions for personal finance and helping others by pursuing an "encore" career as a financial advisor.
Services
Our Mission: Treat clients as we would want to be treated: honestly, competently, and professionally. Fiduciary Standard - We're 100% committed to the Fiduciary Standard, a legal obligation to always put client interests first and to avoid or disclose possible conflicts of interest. Fee Only - We do not sell anything other than advice.
In 2000 Neil combined passions for personal finance and helping others by pursuing an "encore" career as a financial advisor. He launched Gartner Financial Advisors in 2014 to offer smart, unbiased financial advice to a range of clients on a fixed fee basis. Neil is a CERTIFIED FINANCIAL PLANNER. He also has a Master of Business Administration (MBA) degree and is an authorized Dimensional Funds (DFA) adviser.
At GFA we take your privacy and security seriously. All discussions are strictly confidential. We do not share your financial or personal information with anyone unless legally required or necessary to conduct business on your behalf. We return or shred any paper records or planning materials generated during your engagement.
Companies are placing increasing emphasis on environmental, social and governance (ESG) factors in response to stakeholder concerns and priorities. It is no longer a given that you must accept lower returns to invest according to your values. We can help you build a low-cost, diversified portfolio based on ESG factors.
GFA's fixed-rate fees - based on scope and complexity - free us to assist clients with a wide range of assets or income, including those seeking wealth management-level advice without ongoing fees. We have worked with current and former employees of a number of large Cincinnati area employers, including P&G, GE, Cincinnati Children's Hospital, UC Health, and Siemens.
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