Dylan Grubb

Gateway Financial, LLC

Support Advisor

Contact Me

Dylan Grubb

Gateway Financial, LLC

Support Advisor

As a fee-only financial planner, my focus is to act in your best interest at all times in order to achieve your life goals. - Dylan Grubb

Contact Me

844-592-9888

Website

Fee-Only financial planner located in Northfield, OH, serving clients locally and across the country

Meet Dylan Grubb

A 2021 graduate from The University of Akron, Dylan Grubb is working on his CERTIFIED FINANCIAL PLANNER™ certification and has passed the CFP® Exam on November 4th, 2022. The experience requirement is all that remains before he is certified. He loves to help clients reach their goals both locally and across the country. 

Dylan Grubb is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

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

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Dylan Grubb is a NAPFA Associate

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Dylan Grubb

844-592-9888

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Office Locations:

  • 9821 Olde Eight Road
    Suite M
    Northfield, OH 44067

Gateway Financial is an Investment Advisor registered with the State of Ohio and in other jurisdictions where exempted. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.  Please contact us at 844-592-9888 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from Gateway Financial, LLC with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.mygatewaymoney.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

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