We earn our clients’ trust to help them go from a place of financial confusion, frustration, or inaction to a state of clarity, control, and confidence.
Financial Advisory Services
Individuals & Families
Planning for your financial future is about more than just saving. It’s about growing and protecting your assets, providing for and protecting those you love, and preparing for life’s inevitable “What If’s”.
Learn how our customized approach can help you realize your financial goals throughout every stage of life.
Businesses
We work with businesses to manage 401k plans that work for them and their employees. We make sure you understand what funds exist, how to allocate them effectively, and when to leverage them for the utmost impact.
Find out more about how we can help your company manage corporate 401K plans.
Financial Advisory Services
Let's focus on what matters to you
We come together with clients to meet them wherever they are at on the nine stages of financial life. We make sure any plans are continuously adjusted so clients can focus on living their life, one memory at a time.
What clients say about us
For over 15 years, Michael and the G9 team have been so much more than just financial advisors to us. They’ve walked alongside us through every season of life, offering steady insight and a level of patience that truly brings us peace of mind. We don't just value Michael’s expertise—we value him. He’s a vital part of our inner circle and a trusted friend who consistently looks out for our future.
Michelle & Brian D.
Elisa has been such invaluable advisor from getting our first life insurance policy to our journey toward retirement. Her guidance, support and knowledge have played such an important role in us making big life decisions and feeling comfortable with our financial situation. From the initial stages to the present, Elisa has been a constant and reassuring presence, offering insights and assistance that have made the entire process feel more manageable. We are grateful for Elisa's unwavering support and couldn't imagine embarking on this adventure without her.
Robin & Gregory
We couldn’t be more grateful for Dan Girard at G9 Financial. He has been a trusted advisor who is always available, offering thoughtful suggestions and guiding us with a clear, practical plan for our financial security. Because of Dan’s expertise and steady support, we are confidently on track to retire at 60. What truly sets him apart is how down-to-earth he is—he listens carefully, understands our goals, and provides advice that truly fits our lives. We trust him completely and highly recommend him to anyone looking for a knowledgeable and caring financial advisor.
Chris S.
These testimonials are based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success. Please visit our Testimonial Disclosure page for more details.
We're here for you
Our team is ready to share the ideas, strategies, and concepts that can lead you to a place of financial clarity, control, and confidence. Learn more about why people like working with us or if you're ready, take the first step toward your financial goals and get started with us now.
Check the background of investment professionals on FINRA’s BrokerCheck.