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.
Chad is an Investment Advisor Representative with Lincoln Financial Advisors Corp. offering fee-based financial planning and employer-sponsored retirement plan services. He earned the CRPC®, Chartered Retirement Planning...
Director of Planning
Aaron consults on comprehensive financial plan design and technical topics within Lincoln Financial Advisors Corp. nationally. He is member of Sagemark Consulting Private Wealth Services Advisory team (an internal Lincoln Financial...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Give us the opportunity to personally discuss the benefit of our work with you.