Gunness Financial Services
About Us
At Gunness Financial Services, our mission is to provide holistic financial planning and investment management services that allow our clients to achieve what matters most to them. Our approach is collaborative and empowering. Building deep and genuine relationships with our clients is fundamental to our shared success.
“Ramble on No. 21” by Pete Hocking
How do we measure success?
With each and every client who is able to pursue the life they dream of for themselves and their families.
We are deeply satisfied when…
- Clients with moderate means and financial risk become stable and prosperous
- Clients with substantial means are able to have impact in the world and effectively educate and empower their future generations
- Parents are able to fund their children’s college education
- Owners struggling to keep their small business surviving are now thriving
- Clients achieve their financial goals and the lifestyle they envisioned
- People rock their exit strategy from the workforce and are now comfortably retired
Want to learn more? Read about our approach to holistic financial planning
Our Staff
We believe that our staff has all the competence and skills of a traditional mainstream firm, but we’re more focused and personal. And we’re not just another firm looking to sell you an expensive product or financial mousetrap. At Gunness Financial, we put our clients first.
We work in an objective, open system with LPL Financial as our broker dealer. We have an unwavering commitment to you and will always recommend what is best for you.
Our Clients
Our client base is diverse and inclusive. We work with good people across all ranges of generation, gender, religion, orientation, and family dynamics.
Gunness Financial also has deep appreciation for and experience working with entrepreneurs and people in artistic and creative professions.
Ready to find out if we’re a fit for you?
“Elemental No. 2” by Pete Hocking