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GUDORF FINANCIAL GROUP, LLC
Gudorf Financial Group, LLC is an independent, fee-only financial planning and investment management practice based in Dayton, Ohio. The firm focuses on...
Overview
Gudorf Financial Group, LLC is an independent, fee-only financial planning and investment management practice based in Dayton, Ohio. The firm focuses on retirement and tax planning for people over age 50 and their families. It helps clients integrate investment planning, tax planning, financial planning, and estate planning, and provides fiduciary advice with no commissions.
General information
Firm type
Multi Family Office
Year founded
2012
Location
City
Dayton
Principals
Danny Gudorf
Founder and Financial Planner
Allison Szkody
Financial Planner
Edwin Nyberg
Office Manager
Betsy
General Administrative Assistance
Frequently asked questions
What services does GUDORF FINANCIAL GROUP provide?
As a registered investment advisor, the firm offers investment management and financial planning services to clients, primarily wealthy families. Specific service details are not publicly available.
Who are the principals of GUDORF FINANCIAL GROUP?
The principals are not publicly named in any accessible records. The firm's ownership and leadership remain private.
What is the AUM of GUDORF FINANCIAL GROUP?
The firm has not disclosed its assets under management. No public estimate is available.
Where is GUDORF FINANCIAL GROUP headquartered?
The headquarters location has not been confirmed from public sources. The firm's geographic footprint is unclear.
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