Investment Management

610.398.0300

Call Us: 610.398.0300

Investment Management - Fee Only

Gurniak Financial Advisors, Inc. is a registered investment advisor, and provides fee only investment management services.

At Gurniak Financial Advisors we combine knowledge, methodology, experience and a collaborative working environment to help you work towards your goals - and each client experience is customized to meet your individual needs.

Your experience with us begins with the determination of your financial life goals.  We work with you to develop, implement and monitor a plan based on an investment philosophy for your individual needs. This includes your personal portfolio, retirement funds, and investment in your business. Then we objectively identify the best investments for you, given your financial situation and risk tolerance. The main benefits to engaging in this process are improved investment performance and increased asset value. By regularly monitoring your investments' performance, you can make timely decisions to correct under-performing assets and assess asset allocation. Our role here is to help you develop and maintain your investment philosophy.

Our team of professionals provide advice and guidance on your important personal events throughout your life.

  • Investment Planning - building and maintaining your net worth
  • Retirement Planning
  • Saving for College
  • Charitable Giving
  • Estate Preservation and Planning
  • Risk Management
  • Debt Management

As fee-based investment managers, we have a vested interest in seeing our clients' assets grow as our relationship develops.

FOR YOU, YOUR FAMILY AND YOUR FUTURE

We understand you, your goals, and your situation.

Your financial success is the very reason that we are here. And making it personal means that we take the time to understand your unique circumstances, responsibilities and risk tolerance levels. Once we do, we can craft a personal investment strategy to get you there - and more importantly to keep you there.

We are experts in creating an asset allocation and delivering comprehensive plan services to assist individuals in meeting their objectives.

To put it simply, it works.