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Gartner Financial Advisors
Gartner Financial Advisors (GFA) is a fee-only financial planning and investment advisory firm serving clients in the Greater Cincinnati area and nationally.
Overview
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. As a financial advisory firm, their primary focus is to provide unbiased opinions designed to achieve long term investment results.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
East Norwich
Corporate office
East Norwich, NY, United States
Principals
Neil Gartner
CFP®, MBA
Frequently asked questions
Does Gartner Financial Advisors manage institutional or pooled investment vehicles?
No. The firm's ADV filing confirms it does not sponsor any pooled investment vehicles, private funds, or hedge funds. Its entire advisory book consists of separately managed accounts for individuals and high-net-worth families. The firm earns no performance-based fees, only asset-based and fixed charges plus commissions on brokerage and insurance products.
What is the firm's regulatory history?
Per SEC and FINRA records, Richard Gartner and the firm have no reported disciplinary events or customer disputes spanning their decades of operation. The firm's ADV Part 2 has consistently reported zero legal or disciplinary disclosures, a clean record that supports the practice's long-term stability.
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