G&O Financial provides investment consulting/oversight services in which we work with you and your advisors to improve your investment process. Our goal is to provide answers to your investment questions/concerns, help you analyze the fee structure, maximize your tax-efficiency, assist with evaluating your advisors' performance, and the selection of advisors when it becomes necessary.
Our services include:
Our firm serves as a true fiduciary, meaning that we will always hold your interests above all else. When working with your various advisors and investment managers, we represent your interests and sit on your side of the table.