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Our Company

GEM Financial Advisors was founded with the goal of providing personalized financial planning and investment management services tailored to the individualized needs of our clients. We provide the most comprehensive and personal service available, thus earning a reputation for excellence in our industry.  Because neither GEM nor our custodian, LPL Financial, offers proprietary products, we can provide clients with objective advice to address their goals.  For each of our clients, we strive to create financial stability and confidence to provide financial independence.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you make your dreams a reality. As your team of advisors, we contact our clients regularly and systematically so that we can be proactive rather than reactive to changes in their lives or in the financial markets.  Our partnership surrounds you with the tools you need, advises you on how to pursue your goals, and continually reminds you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. Our analysis will clearly outline your current position and the tools to help you work toward your long-term goals and objectives.  If you have any questions about your current financial situation or wish to schedule an appointment please contact us.

<span>Community Service</span>

Community Service

A Core Value at GEM Financial Advisors is giving back to our community. We seek to make a positive impact on our community by supporting local organizations which help make a positive impact in our community. Each year the Team at GEM supports a number of community organization including. Lake Forest High School Foundation Business Incubator

  • Lake Forest High School Dance Team
  • Spirit of 67
  • The Cove School
  • The Lake County Haven
  • Paws for Patrick
  • Bernie's Book Bank
  • Feed My Starving Children
  • Stepping Stones Network
  • World Vision