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Gerstemeier Financial Group, LLC

 
  Chicago: (630) 420-6601 Naples: (239) 330-2584   info@G-FG.com
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Gerstemeier Financial Group, LLC

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About Us

“The important thing about an investment philosophy is that you have one you can stick with.”

David Booth

Thank you for your interest in learning about us.  Gerstemeier Financial Group, LLC is an independent firm that provides financial planning, investment management, and income tax preparation services.  We are Fee-Only advisors and do not earn commissions or brokerage fees.  As a result, our interests are aligned with your goals and objectives.

Our backgrounds as a Certified Financial Planner® practitioner, MBA graduate, Enrolled Agent with the IRS, and CPA, enables us to help clients build and manage their wealth.  Our wealth management process provides a framework for you to understand your individual situation and to determine your investment objectives.  This is a critical step in the financial planning process as a successful investment program is dependent upon a clear understanding of personal goals and investment risks.  Most importantly our firm offers:

  • An emphasis on Tax-Efficient investing
  • Financial Planning
  • Customized portfolio management built upon your goals and objectives
  • Straightforward investment reports that provide investment returns

 

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Contact info

  • Chicago Area Office
  •   1415 22nd Street, Tower Floor, Oak Brook, IL 60523
  •   (630) 420-6601
  • Naples Area Office
  •   7024 Pelican Bay Blvd., F-301, Naples, FL 34108
  •   (239) 330-2584
  •   info@G-FG.com

Gerstemeier Financial Group, LLC (GFG) is a registered investment advisor with the Securities and Exchange Commission (SEC). GFG does not provide any personal financial advice via this web-site. The purpose of this site is to provide general background information about the services GFG offers. At certain places on this web-site, live "links" to other web-sites are available. Such external web-sites contain information created, published, and maintained by institutions independent of GFG. GFG does not endorse, approve, certify, or control these external web-sites and does not guarantee their accuracy or completeness. This site is not intended to solicit or offer to sell investment advisory services to residents of any state in which GFG is not currently authorized to do so. Form ADV Part 2 and Part-3, which describes the business practices, services offered, and related fees of GFG, is available upon request. The information on this site was compiled from sources believed to be reliable, however we do not guarantee its accuracy or completeness.

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