Meet Our Team

Gregory and Associates is a preeminent fee-based financial planning firm with prodigious experience in wealth management, retirement plans, business continuity and wealth transfer strategies. We provide clients with fee-based retirement, estate and business succession planning, as well as related tax reduction, investment and insurance strategies.

Our name and reputation have been built on servicing each client as if he or she were our only client. The personal attention we provide is one of the primary reasons that many of our clients become partners for life. We believe long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter.

Conviction in what we do; the courage to get our clients to take action; competency based on continuing education and training; bringing national resources together on a team that will benefit each client; and communication that builds understanding and trust. And these are the commitments we make to each of our clients.