Gartner Financial Advisors

Our Mission: Empowering Financial Clarity and Growth

Gartner Financial Advisors (GFA) is a fee-only financial planning and investment advisory firm serving clients in the Greater Cincinnati area and nationally. We believe in a holistic approach to financial planning, prioritizing transparency, clarity, and personalized guidance to help you achieve your financial goals.

Our Guiding Principles

1. Fiduciary Standard: We prioritize your interests above all else, upholding the highest ethical standards and avoiding conflicts of interest.

2. Fee-Only Model: We are committed to transparency and accountability, charging only for our services and never accepting commissions or referral fees.

3. Holistic Planning: We believe in addressing all aspects of your financial life, including investments, retirement planning, estate planning, tax strategies, and insurance protection.

Wealth Management

• Comprehensive financial plans tailored to your individual goals and circumstances
• Investment portfolio management, utilizing low-cost, diversified strategies
• Regular portfolio reviews and rebalancing
• Tax optimization strategies

Retirement Planning

• Comprehensive analysis of your retirement accounts and plans
• Development of a personalized retirement savings and withdrawal strategy
• Guidance on maximizing retirement plans and minimizing taxes

Estate Planning & Insurance

• Development of a personalized estate plan, including wills, trusts, and power of attorney
• Review and optimization of your insurance coverage
• Guidance on asset protection strategies

Financial Education & Consulting

• Personalized financial planning workshops and consultations
• Educational resources and tools to help you make informed financial decisions
• Collaboration with other professionals such as attorneys and accountants

Our Team

Neil Gartner, Certified Financial Planner (CFP) and founder of GFA, brings over 20 years of experience in personalized financial planning and investment management. He is passionate about helping clients achieve financial clarity and security.

Our Philosophy

At GFA, we believe in empowering clients to take control of their financial lives. We achieve this through open communication, personalized guidance, and a collaborative approach to financial planning. We are committed to helping you navigate your financial journey with confidence and achieve your financial dreams.