Our Mission
We are fiduciary advisors committed to guiding our clients by helping them establish their own, unique Financial GPS. Our goal is to help families and individuals achieve the confidence that accompanies financial security. We are committed to the highest ethical and educational standards in the financial advisory profession, which protect client confidentiality and ensure that individual interests come first.
Brian Gray CEO
Brian is a Financial Educator, Author, and Fiduciary Financial Advisor dedicated to helping individuals and families navigate their journey toward retirement with confidence. Featured in esteemed outlets like Kiplinger, Fortune, Money, and CNN Money, Brian’s expertise has reached a wide audience. He has also shared his insights as a regular guest on KHOW 630AM’s The Troubleshooter with Tom Martino.
As a co-author of Smiling Through Retirement, Retire Abundantly, and Giving Transforms You, Brian combines his financial knowledge with a passion for education. He has served as one of the executive producers of the movie The Psychology of Retirement and conducted interviews with notable figures like Kevin Harrington from Shark Tank, economist Roger Ibbotson, author and speaker James Malinchak, and country music star Martina McBride.
Brian’s mission is to empower those planning for retirement to create their own unique Financial GPS, providing the tools and confidence needed to achieve long-term financial security. In his free time, Brian and his wife Ashley enjoy exploring new cultures, cooking, playing golf, and scuba diving.
