Neil Gartner
CFP®, MBA
Gartner Financial Advisors
Principal
Neil Gartner
CFP®, MBA
Gartner Financial Advisors
Principal
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Neil Gartner, CFP®, MBA
Flat fee financial planner located in Loveland, OH, serving clients locally and nationally.
Neil Gartner is a Loveland, OH fee-only financial planner. Gartner Financial Advisors provides Concierge Wealth Management and Planning as well as comprehensive financial planning only services to help professionals and their families and retirees and near-retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Neil Gartner is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
In 2000 Neil Gartner decided to pursue a passion for personal finance and a goal to serve others by preparing for an “encore” career as a financial advisor. He joined the Financial Planning Association (FPA) in 2001 and enrolled in and subsequently successfully completed the CFP® Certification Education Program with the College for Financial Planning.
Neil is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He also has a Masters in Business Administration (MBA).
In addition to regularly attending meetings and seminars sponsored by the FPA, Neil also participates in continuing education conferences and workshops offered by other organizations, including the National Association of Personal Financial Advisors (NAPFA), the leading industry organization of fee-only financial advisors.
Neil also participates in several volunteer and pro bono personal finance activities, including serving as a Financial Peace University (FPU) class coordinator since 2009 and a counselor at the Financial Planning Days annual event in Cincinnati.
Neil Gartner 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.
Welcome to Gartner Financial Advisors, an independent fee-only Registered Investment Advisor based in Loveland, Ohio. We’re among the minority of financial advisors whose primary loyalty is to our clients and not a brokerage firm, insurance company or bank. Because we are not compensated by the sale of any financial products, you can feel secure knowing our advice is based on what is truly best for you and not that which generates higher fees or commissions.
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
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Neil Gartner is a NAPFA-Registered Financial AdvisorThe 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.
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Neil Gartner is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Neil Gartner 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.
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Gartner Financial Advisors is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Neil Gartner
Office Locations:
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9394 Kentons Run Ct
Loveland, OH 45140
