Gerrish Financial is a fee‐only financial planning and investment advisory firm. We provide financial planning and investment advisory services for individuals, families and small business owners. We strive to work with people from all different walks of life, have no minimum asset or income requirements, and have no minimum account size.

No performance related fees are charged, and no commission is received for any product or security we recommend to clients. Which means all of our compensation is paid directly by our clients in the form of a package/retainer, hourly, fixed fee, or asset based fee arrangement.

Financial Planning

Gen X Gen Y Financial Planning

We provide comprehensive financial planning services customized to our client’s unique circumstances. We offer these services in an on-demand or retainer based format.

Investment Management

Financial Planner

We provide investment management services customized to our client’s specific needs and risk tolerances. Offered as a stand alone or packaged service.

Get Financially Fit

Financial Planner

Our all-inclusive package includes financial planning, investment management, as well as implementation and monitoring services to ensure client plans remain on track.