Gardey Financial Advisors, an investment management and financial planning firm, founded in 1985
by Kim Gardey, has grown into a team of 18 associates including five Certified Financial Planner
professionals and a Chartered Financial Analyst. These professionals work to secure your
Our Advisors have backgrounds that include over 300 years of professional investment management and financial planning experience. These professionals have additional experience in everything from brokerage firms, corporate finance and bank trust departments to higher education, insurance, and real estate. This ensures that you will receive only sound financial advice. We work closely with our client's attorneys, tax preparers, and other professionals.
Gardey Financial Advisors services are provided on a fee basis with compensation solely through fees paid directly to the firm by clients. Commissions are not accepted from any source. Professional advice is provided but no products(i.e., stocks, mutual funds, insurance or annuities) are ever sold. Gardey Financial Advisors believes there is a significant conflict of interest if an advisor stands to gain financially from the purchase of any product that he or she recommends to a client. Gardey Financial Advisors is a Fiduciary and the firm's compensation is structured to ensure that all recommendations that are made are in the best interest of the client.
|Firm Start Year:||1985|
|Name of Custodial Firm:||Charles Schwab & Co., Inc.|
|States Licensed in:||MI|
|Number of Years with Current Firm:||25|
|I work with the following types of clients:||Businesses, Charitable Trusts, Non-Profit Organizations, Individual Investors|
|Investment Types:||Insurance, Mutual Funds, Commodities, Alternative Investments, Stocks, Bonds, Exchange Traded Funds (ETFs)|
|I can meet clients in the following ways:||Via phone, At my office, Via email|
Qualifications & Memberships
|Financial Organization Memberships:||Chartered Financial A, Certified Financial Planner, Paladin Registry|
|Assets Managed by Advisor:||$200,000,000|
Compensation and Fees
|Fee Structure:||Fee Only|
|Minimum Portfolio Size for New Managed Accounts:||$500000|
|Compensation Methods:||Based on Assets|
|Organization:||Northeastern Michigan Estate Planning Council|
|Position :||Past President|
|MBA - Finance and in Money and Financial Markets - Finance||
Columbia University - New York City, NY
" President and CEO of Gardey Financial Advisors
" Former officer in the United States Navy; was the Chief Engineer aboard a hydrofoil stationed in the Caribbean.
" Master of Business Administration degree in Finance and in Money and Financial Markets from Columbia University
" He is a Chartered Financial Analyst (CFA®), and a Certified Financial Planner (CFP®) professional.
" Jon is Past President of the Northeastern Michigan Estate Planning Council
" Serves on the Board of Directors of Covenant Healthcare System and on the Delta College Foundation Investment Advisory Committee.
" Is treasurer of his son's Boy Scout troop, enjoys racing sailboats and trains as a Taekwondo black belt.
" Lives in Freeland with his wife Cheri and their 2 sons. His two older daughters are attending SVSU and CMU.
Investment Management & Advice
We use a Three Step process to ensure your investments suit your needs. In Step 1 we get to know you and your financial situation. In Step 2 we build an investment portfolio that will suit your needs and in Step 3 we continue to monitor your investments and make changes as needed.
For clients with portfolios of $500,000 or more we also provide comprehensive financial planning services including estate planning, insurance analysis, pre and post retirement planning, college funding for children and grandchildren and tax planning.
|Mon.||8:30 AM - 5:00 PM|
|Tue.||8:30 AM - 5:00 PM|
|Wed.||8:30 AM - 5:00 PM|
|Thu.||8:30 AM - 5:00 PM|
|Fri.||8:30 AM - 5:00 PM|