Gregg Munn| CFP®, CPA
The GM Financial Group, LLC
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Pennington, NJ 8534
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Gregg Munn is a Pennington NJ & PA Fee-Only Financial Planner serving the Princeton NJ area including Hunterdon, Mercer and Bucks County PA and all surrounding areas. The GM Financial Group specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Gregg Munn is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Gregg Munn is a Certified Public Accountant (CPA) and a Certified Financial Planner Practitioner(CFP®).
Gregg’s wealth management advisory work with clients includes financial planning, investment portfolio analysis and management, retirement planning, cash flow and budget management, strategic tax planning and preparation, retirement planning, trust and estate planning, and risk management with insurance planning.
Gregg’s prior experience includes working with a wealth management firm in Princeton, NJ for three years and NCC Business Solutions in Jacksonville, FL.
Gregg is one of the few advisors who hold both the prestigious CPA and CFP(®) designations.
He earned a Bachelor of Science Degree in Accounting and Finance from Florida State University. He has a Masters of Accountancy from North Florida.
Gregg is a member of NAPFA (The National Association of Financial Advisors) and the NJCPA (The New Jersey Society of CPA’s). He is also member of the Hunterdon County Chamber of Commerce in Flemington, NJ.
The financial services landscape is changing dramatically. It can be harder than ever to find the right advisory relationship. We think choosing a financial advisor is something that should be done carefully and patiently. When the fit is right, you will know it.
We offer a unique and valuable service that enables our clients to enjoy the confidence and peace of mind that comes from having their finances handled prudently, and their lives organized and simplified.
Here are some of the important aspects that give our clients the advantage over others:
We are structured to benefit the client
From the way we have structured our business, from our comprehensive financial planning process, to the way we manage portfolios and the investment philosophy we follow; our approach is designed to ensure that servicing clients is our main focus. Our mission is to educate clients, help simplify and organize their financial lives, and create peace of mind for today and the future.
We are independent
As a fully independent firm, our interests are completely aligned with our clients. Our allegiance is solely to our clients as we are not owned by or affiliated with any financial entity such as a brokerage firm, investment bank, or money manager.
We are CPA’s also
Not only are we Certified Financial Planner Practitioners™ (CFP's®), we are also CPA’s, and we know taxes. Saving thousands of dollars on taxes each year because of a tax efficient portfolio and knowing the tax laws so that each client pays the minimum legal tax each year makes a huge difference in in your financial future.
We are experienced
Guy McPhail has worked with hundreds of clients over nearly three decades, and has been recognized as one of the top financial advisors in New Jersey and the United States.
We are fiduciaries
As a Registered Investment Advisor and a fee-only NAPFA member, we are charged with an elevated duty of care, prudence, and diligence. We always put the interests of clients first.
We continue to learn
As CFP’s®, CPA’s and a member of NAPFA and the AICPA, we are held to maintaining the highest standards for continuing education and are required to stay up on the latest laws and developments.