Our story

Choosing a financial advisory team to help you understand, manage, appreciate and preserve your financial resources is a decision to consider carefully. The team you choose should be one you can trust to remain by your side in seasons of prosperity and during the difficult times of life—for the rest of your life.

Gateway Financial Group was founded on the belief that financial professionals should provide services that create the greatest value for their clients and their loved ones. When developing a solid financial strategy, people often look for straightforward advice and trusted guidance based on their own unique vision of their financial future. We believe our clients deserve to be heard, understood and recognized beyond a number.

We are here to collaborate with our clients to organize their financial lives and create a clear picture of what they want, where they want to go and ultimately how to get there. You deserve a responsible team to journey with you and help steward all that you’ve been given.

Whether you are just starting out in the workforce, purchasing a new home, covering unexpected medical costs or transitioning into retirement, we recognize a clear and comprehensive financial path helps meet your different needs and life goals. By upholding a customer-centric model, our team can understand the generous nature of our clients. In addition to helping you secure a strong financial position during your lifetime, our team also provides generational wealth planning to help ensure the assets you transfer to the next generation are a blessing to them and not a burden.

In many cases, healthcare planning can be isolated from the rest of your financial picture, creating a narrow and incomplete picture. Our team of financial professionals provides multiple layers of expertise to our clients who value a comprehensive, purposeful financial analysis.

Having values-based conversations founded upon stewardship and looking at money through the lens of eternity allows us to provide personalized recommendations and strategies that align with our clients’ values and needs.