Our Services
“Wall Street’s favorite scam is pretending luck is skill.”
Ron Ross
Gerstemeier Financial Group, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). We are Fee-Only Financial Planners that follow a fiduciary standard of care in serving our clients. This means we are compensated solely by our clients to avoid conflicts of interest and allow us to recommend what is in their best interest. We provide customized solutions to meet the goals and objectives of our clients. In today's fast paced and complex world, there are no easy solutions to the concerns and issues our clients face. We serve as their trusted advisor to help simplify their financial lives.
We believe that the road to a lifetime of financial independence and success is a journey that needs to be constantly managed. Comprehensive financial planning is the foundation and starting point...a process that considers your goals and develops an action plan to help you achieve them. Once a solid financial plan is in place, it is critical that your investment strategy is aligned as well.
