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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 18, 2018

    What We're Reading This Week

    This week we explore mutual funds, ETFs, and Vanguard’s bold move. Plus, what do smart beta and bitcoin have in common? Read on to find out.

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas

  • July 18, 2018

    529 Accounts Can Pay for Private School Expenses

    In 2017, the House and Senate approved changes to our tax code that will allow 529 funds, previously reserved for college expenses, to be used for private elementary and secondary school tuition.

    Author: Thad Schlaud

    Topics: Education, Major Life Purchases, Industry Ideas

  • July 18, 2018

    Quarterly Market Review

    A closer look at the year’s second quarter and commentary on what it all means, at home and abroad.

    Author: David Martin

    Topics: The Market, Industry Ideas

  • July 02, 2018

    What We're Reading This Week

    This week we look at computers versus humans managing your money, banks manipulating rates, and a trading error worth millions of euros.

    Author: Thad Schlaud

    Topics: News, The Market, Industry Ideas

  • June 15, 2018

    What We're Reading This Week

    This week we’re reading about measuring loss in unusual ways, the concept of frequency illusion and what’s new with Twitter.

    Author: Thad Schlaud

    Topics: News, Industry Ideas