Life is complicated enough, your financial planning shouldn’t be

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Forbes Best in State Wealth Advisor 2021 List
US News & World Report
Kiplinger Contributor
Yahoo Finance

Financial planning with our proprietary 3P Approach©

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Helping you achieve your financial dreams today and always

Global Wealth Advisors has the resources and flexibility to help clients simplify their financial life. With a national team of independent financial advisors, we provide clients with custom tailored personal financial planning solutions.

Our clients are our partners. Through years of experience, we developed and refined a process based upon this partnership philosophy. We call it the 3P Approach© to financial planningThis process is designed to ensure that clients never outgrow a stagnant plan, rather the plan continues to evolve as their lives advance.

Our professional team includes experts in investment management, retirement planning, risk management, tax reduction planning, estate planning, debt and cash flow analysis, education planning, and philanthropy. We help people put the pieces of their financial puzzle together so they can live more and worry less.


Expert Financial Planning Advice

Expert Financial Advice

With a combined total of 100 years of experience, our financial advisors help people just like you simplify your complex financial life.

Global Wealth Advisors Personalized Wealth Management Roadmap

Personalized Roadmap

At every life stage we are a partner who helps you plan for accumulation, protect what you’ve worked hard for, and pass a legacy on to the next generation.

Simplified Fee-Only Financial Advisors

Simplified Fees

By delivering fee-based advice, you can be confident our financial advisors and team won't surprise you with commissions or hidden fees.

Financial planning advisors using a tablet

7 Pillars of Financial Success – One Solid Foundation

Our planning process forms a single foundation from which 7 pillars of financial success are managed, including wealth management, risk management, assistance to loved ones, retirement planning, income tax planning, estate planning and value added services. These 7 pillars form a clear image of the value we bring to clients over the life of our relationship.

View the 7 Pillars

A Message About Our Mission, Vision, and Values

Our Blog

As industry experts, our financial advisors cover a wide range of financial planning and investment management strategies, as well as the latest market news and information. Check out our most recent articles:

Ways to Better Protect Yourself from Identity Theft

Ways to Better Protect Yourself from Identity Theft

Posted on September 20, 2021

Presented by Dean Elliott: As we learned from the Equifax breach in 2017, we can fall victim to identity theft through no fault of our own. Although it isn’t feasible to master every identity theft scenario, it’s worth your time to learn more about the available identity theft tools and services and how to initiate a recovery

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To Buy or Not to Buy . . . When Do You Need Life Insurance? Image shows hands protecting family and house.

To Buy or Not to Buy . . . When Do You Need Life Insurance?

Posted on September 17, 2021

Presented by Michael G. Wendlandt: Whether you need life insurance depends partly on your stage of life. If you’re younger, you may have less need for coverage. As you move along the path in life, you’ll likely have more of a need. And, as your responsibilities lessen, your need may decrease. Here’s a look at

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Choosing an Entity for Your Business

Choosing an Entity for Your Business

Posted on September 13, 2021

Presented By Kris Maksimovich, AIF®, CRPC®, CRC®: Whether you’ve been in business for years or you’re launching a start-up, choosing or changing your business’s entity is an important part of its financial and overall future. A business’s entity determines the rules that govern its formation, operation, taxation, and dissolution. Its entity also establishes the degree

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