GMF Private Wealth Management, LP | Financial Advisor in Rockledge ,FL

1129 S. Hwy Us1 Suite 101
Rockledge, FL 32955
Phone: (321) 508-3911

The Pathway to a Lasting Retirement


About

Our commitment is to develop and implement investment strategies
customized to meet the specific and personal retirement goals of
our clients. Our solutions reflect a thoughtful response to
the key issues affecting our clients and the management of the
wealth they need for the rest of their lives.

GMF Private Wealth Managment, the pathway to a lasting
retirement.

18 Years of Experience



General Information
Firm Start Year:   2012
No.of Employees:   2-4
Insurance License#:   A188430
Name of Custodial Firm:   TD Ameritrade, First Clearing and Interactive Brokers
States Licensed in:   FL,NJ,IL
Number of Years with Current Firm:   10


Qualifications & Memberships
Insurance and Annuity Licenses:   Annuity , Health , Life , Long Term Care


Firm Information
Firm's Number of Clients:   150
Firm's Number of Managed Clients:   150
Assets Managed by Firm:   $25,000,000
Assets Managed by Advisor:   $25,000,000


Compliance
Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Compensation Methods:   Flat Fee , Hourly , Based on Assets


Education
Master's of Science in Financial Services - Financial Services  Institute of Business and Finance
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FAQs

  • Do you have a customer satisfaction or refund policy? We are a fee only advisor and will prorate any fee back to the client.
  • What are your qualifications? What is your education background? Masters of Science in financial Services
  • What services do you offer? Investment Management and Retirement Financial Planning
  • How many clients do you currently manage? 150
  • Will you be the only person working with me? Myself, and my office managers
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DISCLOSURE

www.gmfprivatewealth.com


DISCLAIMER

Information pertaining to GMF Private Wealth Management, LP operations, services, fees and material arrangements is set forth in their current disclosure brochure, the same as available through the Investment Adviser Public Disclosure website.

Matthew Myland

Matthew Myland

MSFS, CFS, CTS, Board Certified in Asset Allocation

Biography


Matthew E. Myland is an investment adviser representative
(IAR) and the founder of GMF Private Wealth Management, LP a
registered investment advisory firm, (RIA)

Matthew is recognized as a leading financial educator and
is the author of the books, ?Twelve Financial Pitfalls Seniors
Should Avoid? and ?Annuity Lies?.

He is an adviser to advisers and trains throughout the
country, educating advisers on their role in helping clients
build a solid financial future based on an honest assessment
of their situation and the best use of the financial tools
available to meet their needs and objectives.

Matthew has been in the financial industry for more than
seventeen years, and he is passionate about helping consumers
understand all of the options available to them.

Matthew has been married to his wife, Kelli, for more
than sixteen years, and they have a beautiful daughter, Mary.
Kelli graduated from the University of Miami School of Music
and has sung on the Norwegian Cruise Lines and with
celebrities such as Rosemary Clooney.

Communities Served

Cape Canaveral Cocoa
Cocoa Beach Indialantic
Melbourne Merritt Island
Orlando Satellite Beach
Titusville Rockledge

News & Events


Latest book release
When: 12/01/2014
Details:Matthew has a newly publisher book available on Amazon: "Annuity Lies"


Awards & Recognitions


Published Author
(12/01/2014)

Matthew is a published author of the books: ?Twelve Financial Pitfalls Seniors Should Avoid? and his latest ?Annuity Lies?.