We’re not your typical advisory firm, here’s what sets us apart.
The Highest Standard
At the Gleason Group, we are a fiduciary required to act in your best interest, regardless of what we stand to gain or lose. This includes fully disclosing fees, controlling investment expenses, avoiding conflicts of interest and acting with total trust, good faith and honesty at all times. Fiduciary care is the highest standard of excellence in the financial industry.
Many assume that all financial advisors are fiduciaries. But, sadly, this couldn’t be further from the truth as financial professionals act under two very distinct sets of guidelines. The fact is, some advisors are fiduciaries while others are not, and it’s often difficult to tell them apart.
From your investments to estate plan, we provide guidance in all areas of your financial life. We align your spending with your values so you are more intentional with your money. Helping you live by design, not by default. Eliminating non-essentials and evaluating trade-offs so you are fully in control of your choices. We identify what’s important before making financial recommendations and help you have conviction when making difficult decisions.
Research has shown time and time again regardless of technology and the increasing speed of available information, people are still their own worst enemy when it comes to investing. At the Gleason Group we help you avoid mistakes and circumventing tendencies to chase returns or run for cover in emotionally charged situations. Our simple, straightforward approach helps you clearly understand what you own and why you own it. We reduce costs, minimize taxes and maximize your returns.
As an independent registered investment advisor (RIA), we have complete flexibility and choice in selecting the resources and related partners we work with for our client needs. We have cultivated a deep bench of world-class partners and resources including Raymond James, TD Ameritrade Institutional, Vanguard Group, Blackrock, Morningstar, Fidelity and Empower just to name a few. We also have an extensive network of local, regional and global CPA’s, estate planning attorneys and other financial professionals whom we partner with as needed.
Our biggest advantage is our people. At our core, we’re a hard working family with more than 150 years combined experience who share a passion for helping people. We’re straightforward, completely committed and absolutely love what we do. To some it’s a job, but to us, it’s our calling. We get out of bed each day with the purpose of making your life awesome. As our client, you can count on:
- 24/7 Access. Your every need is our number-one priority. We’re available 24hrs a day, 7 days a week via phone, text or email.
- Immediate Response. We respond to client requests within one hour during business hours.
- Clear, Consistent Communication. We proactively reach out to you; especially during volatile times.
- Attention to Detail. We understand everything matters when it comes to delivering extraordinary client service.
- World-Class Resources. Our combined expertise and vast resources help simplify your life.
- Continuous Improvement. We are always looking to improve and your feedback is vital.
|Traditional Broker||The Gleason Group|
|Financial Life Planning|
|Debt & Insurance Analysis|
|Estate Planning & Beneficiary Coordination|
|Tax & Distribution Strategies|
|Social Security & Medicare Guidance|