About

Our Philosophy

“I consider each client a life-long partner, whose success – and whose prosperity – is a reflection of my own.

“I have a very diverse and deep financial background. As an alumnus of KPMG, I provided advice to businesses on tax, business and other issues.

“Now, as a Certified Financial Planner™ (CFP®), I currently advise high net worth individuals on financial planning issues and investment management.

“I can show you how even small changes in your planning today can have tremendous impact on your life tomorrow. It is my mission to take the time to educate my clients by explaining tax and financial information in a simple, unhurried manner.

“From over 20 years of experience, I know that the best financial plan creates a safety net that can provide for you and your family under any circumstances. The plan has several components, so integrating them will help you maximize every dollar in your account.

“I create and maintain partnerships with my clients by listening carefully to their personal and philosophical beliefs. That information then results in an individual financial strategy tailored and customized to fit each client’s needs. Please feel free to contact me to learn more about how I can help you pursue your financial planning goals.”

Sincerely,
Stephen Gandy
Certified Financial Planner™