Gate City Advisors

At Gate City Advisors, we understand the importance of financial planning and wealth management in helping you achieve your goals. As a leading independent financial planning firm, we are committed to providing personalized, detailed, and realistic solutions to our clients. Our experienced team of professionals is dedicated to helping you create a financial plan that will put you on track to reach your retirement goals.

Meet Your Financial Planning Team

At Gate City Advisors, we are proud to have a team of experienced and dedicated professionals who are dedicated to helping you achieve financial freedom. Our team is led by managing partners, R. Sherwood Greer, CFP, RICP, and Joe Vartanian, who have a combined total of over 40 years of experience in the financial planning industry. Our team of advisors includes Ken Anderson, CLU, ChFC, Joe Smith, CFP, and Mercedes Clifton, among others, who together have over 100 years of combined experience.

Our Services

At Gate City Advisors, we offer a wide range of services designed to help you achieve your financial goals. Our services include:

• Financial Planning: We help you create a personalized financial plan that is tailored to your specific needs and goals.
• Wealth Management: We provide investment consulting and risk management services to help you grow and protect your wealth.
• Retirement Planning: We help you create a plan to ensure a successful retirement, with a focus on generating income and managing risk.
• Insurance Services: We offer state-of-the-art insurance solutions to help you protect your assets and income.

Our Commitment to You

At Gate City Advisors, we are committed to providing you with a high level of proactive, courteous service from our experienced team of advisors. We believe that every client deserves to work with a trustworthy, dependable, and independent wealth advisory team focused on their financial goals. Our commitment to our clients includes:

• Timely Communication and Education: We believe in providing you with timely communications and education to help you make informed financial decisions.
• Recommendations Based on Your Needs: We provide independent, unbiased recommendations based on your defined needs, preferred risk tolerance, and financial goals.
• Best Execution: We strive to provide best execution in all our transactions and interactions with you.
• Confidentiality: We protect your personal and financial information to the highest standards outlined by regulatory agencies.

Our Mission

At Gate City Advisors, our mission is to help our clients achieve financial freedom by providing personalized, detailed, and realistic solutions to their financial planning needs. We are committed to providing a high level of service to our clients, ensuring that they receive the best possible outcome from our services.

Our Values

At Gate City Advisors, we value:

• Integrity: We believe in transparency and honesty in our interactions with our clients and colleagues.
• Excellence: We strive to provide the highest level of service and expertise to our clients.
• Teamwork: We believe in working together as a team to achieve our goals and provide the best possible service to our clients.
• Community: We believe in giving back to our community and supporting organizations that make a positive impact on our communities.

Our History

At Gate City Advisors, our history dates back to 1841, when Greensboro, North Carolina, was founded as a major transportation hub. Our team of advisors has over 100 years of combined experience in the financial planning industry, and we have a proven track record of helping our clients achieve their financial goals.