Brian Power

CFP®

Gateway Advisory, LLC

Principal/Wealth Management Advisor

Brian Power

CFP®

Gateway Advisory, LLC

Principal/Wealth Management Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brian Power, CFP®

908-233-8100

Brian Power is a fee-only financial advisor with offices in Westfield and Toms River, NJ. As a fee-only, fiduciary, and independent financial advisor, Brian Power is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Brian Power is one of the principals of Gateway Advisory, LLC, established in 2010. Prior to forming Gateway Advisory, LLC Brian was a Vice President and investment advisor at Merrill Lynch. He has devoted his professional career to working with clients and their families to understand not only their financial needs and goals but to learn about their personal goals and favorite past times. He has over 25 years experience in the financial industry.

Brian earned his Bachelors of Science Degree from Rutgers University, his Certified Financial Planning Designation (CFP®) from NYU and his Masters of Science in Financial Planning from the College for Financial Planning.

Brian is a New Jersey native. He dedicates his free time attending events and activities for his 4 children.

Gateway’s Wealth Managers offer hands-on, integrated financial planning and investment services designed to simplify your financial affairs and align them with your family values and aspirations. We believe managing wealth is more than investing — as your trusted advisor we coordinate your whole financial picture, to protect and provide for your family, your legacy, your charitable intentions and future generations.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Brian Power is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Brian Power is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • Accredited Investment Fiduciary®
    Brian Power is an Accredited Investment Fiduciary® (AIF)

    Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.

Contact Brian Power

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 236 Washington Street
    Suite 1A
    Toms River, NJ 8753
  • 900 South Avenue West
    Westfield, NJ 07090

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser