Greenwood Gearhart is a comprehensive wealth management and multi-family office investment firm. We act as a fiduciaries in client relationships and operate as a fee-only investment advisory firm registered with the Securities and Exchange Commission (SEC).
*AUM as of November 2023
We are guided by three important principles:
We place your interests before our own.
Our personal investments are invested alongside yours.
Our compensation only increases when your assets increase.
Comprehensive Services
Our firm offers holistic wealth management services that are deployed based on each client's unique circumstances.
Investment Management
Alternative Investments
Corporate Retirement Plans
Accounting Services
Financial Planning
Estate Planning
Legacy & Philanthropic planning
Financial Concierge
Important Disclosures
Comprehensive or holistic financial planning indicates that financial planning will be informed by the material financial and investment circumstances of the client, as communicated by the client to the adviser, but may not consider literally all aspects of a client’s financial affairs.
Adherence to our fiduciary duty is not a guarantee of client satisfaction or any particular outcome. A financial adviser’s compensation structure should not be viewed as the sole determining factor in obtaining or retaining their services.
The effectiveness and potential success of adviser’s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Past performance does not guarantee future results. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances.
Neither personalized nor specialized services should be construed as a guarantee of a particular outcome. All investing, including those methods and strategies discussed herein, comes with risk, including risk of loss. Greenwood Gearhart, Inc. is neither a law firm nor an accounting firm and no portion of its services should be construed as legal or accounting services.