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. I bill on a flat fee basis. - 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
  • In-Office Meetings

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Neil Gartner is a NAPFA-Registered Financial Advisor

    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.

  • Certified Financial Planner (CFP)
    Neil Gartner 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
    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.

  • Dimensional Funds
    Gartner Financial Advisors is an Approved Dimensional Funds Advisor

    Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.

Contact Neil Gartner

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Office Locations:

  • 9394 Kentons Run Ct
    Loveland, OH 45140

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