GAINPLAN

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Turn your goals into a financial strategy

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Protect your investments.

Discover if you have hidden risk factors in your portfolio. We'll help you find the smart balance between risk and reward.

Test Your Portfolio

We're different. Here's how:

Passionate about goals

You have big plans for your life. We'll get to know the person behind those plans so that we can help you create a personalized financial strategy that's tailored to you and your ambitions.

No-nonsense approach

You deserve thoughtful, direct advice without the clutter of financial industry interests. We deliver transparent, independent and active guidance that just makes sense.

Partners for life

We're in it for the long haul. And, whether you're just getting started or enjoying a well-earned rest or somewhere in-between, we want to help you make the best financial decisions for every stage.

Meet The Team

Insights from the Gainplanners

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  • July 19, 2019

    What We're Reading this Week

    This week we’re reading an interesting article that points out our weakening hand grips, and a city in New York that has two, or maybe just one mayor, depending on who you ask.

    Author: Thad Schlaud

    Topics: News, The Market

  • July 12, 2019

    What We're Reading this Week

    This week we explore an investment company looking to disrupt the industry by acting like something it’s not.

    Author: Thad Schlaud

    Topics: News, The Market

  • July 03, 2019

    What We're Reading this Week

    Summer is here, which means it’s grilling time. But first, take everything you know about grilling meat and throw it out the window!

    Author: Thad Schlaud

    Topics: News, The Market

  • June 17, 2019

    What We're Reading This Week

    This week we look at the new SEC-approved rules for brokers. What has changed, and will these really help clients?

    Author: Thad Schlaud

    Topics: Careers, News, Industry Ideas

  • May 17, 2019

    What We're Reading This Week

    This week we’re looking at the common tactic robo advisors and active traders share. Also, there is some bad news for one transportation network company as competition grows in the sector.

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas