Financial Planning & Investment Management | Global Wealth Advisors
Financial planning and investment management with a professional financial advisor who is ready to help you reach your goals and dreams with photo of family running on the beach.


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

As Seen In

Forbes Best in State 2022
US News & World Report Logo.
Kiplinger Contributor Badge.
Yahoo Finance

Personalized financial planning with the 3P Approach©

See Our Process

Helping you pursue your financial dreams today and always

Whether your financial planning goals include investment management, tax reduction, retirement readiness, business analysis, risk management, estate planning, education savings, or philanthropy, our experienced financial advisors help clients put the pieces of their financial puzzle together.

Expert Financial Planning Advice Icon.

Expert Financial Advice

With a combined total of 137 years of experience, our financial advisors provide clients with custom tailored financial planning solutions.

Global Wealth Advisors Personalized Wealth Management Roadmap Icon.

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 Icon.

Simplified Fees

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

3P Approach to Financial Planning with Woman Advising a Man About a Document.

Our mission is to inspire people to reach their financial dreams

The 3P Approach to planning forms a single foundation from which the seven pillars of financial success are managed. The services within these seven pillars help ensure your plan evolves at every stage of your life.

View Services

Meet Our Financial Advisors

Our Blog

As industry specialists, 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:

Midyear Update 2022: Slowing, But Growing

Midyear Update 2022: Slowing, But Growing

Posted on July 1, 2022

Presented by Gerard Longo, AIFA®: As we enter the second half of the year, the outlook might appear grim at first glance. Covid-19 continues to spread, both here and worldwide. Inflation remains close to 40-year highs, and the Federal Reserve (Fed) is tightening monetary policy to fight rising prices. The war in Ukraine is ongoing,

Read more
Stay on Track: 10 Tips for Midyear Financial Planning

Stay on Track: 10 Tips for Midyear Financial Planning

Posted on June 24, 2022

Presented by Ben Murphy, CPA, PFS™: Although we all have the best intentions when we set financial goals each January, a lot can happen in 12 months to cause you to veer off course. Nobody wants to arrive at the end of the year and encounter a financial mess. One great way to keep yourself

Read more
Woman with coffee looking at documents and considering securities-based lending

A Look at Securities-Based Lending

Posted on June 17, 2022

Securities-based lending may be a quick way to lay your hands on some cash, but you should be aware of the potential for risk. By Kris Maksimovich, AIF®, CRPC®, CRC®: Once reserved for the ultra-wealthy, securities-based lending found a following in recent years as a popular source for funding luxury items, real estate, and small

Read more