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Why GDM?

Our four cornerstones make us stand out from our competitors.

Our time-tested approach (over 30 years) has taught us some critical lessons about how to interact with our clients and understand what’s important to them. They form the cornerstones of our firm.


Objectivity and Independence

Our holistic approach to your financial and retirement planning and investment management respects your values and beliefs without bias or judgment.

Expertise and Experience

Since 1993, we have worked diligently to create customized financial, investment and estate plans for individuals. Our educational backgrounds (degrees in finance, tax, and accounting) with work experience with the largest professional service firms and financial institutions combined with our professional designations make us uniquely qualified.

Goal Attainment

We focus on creative and meaningful strategies and solutions for your personal financial planning, investment management and retirement planning. Your goals and interests are always our primary interest.

Empowering Clients

You are not just handing over your life to us. We are partnering with you to strengthen your understanding of what specifically affects and applies to your personal financial planning, investment management and retirement planning.