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Why Bestgate Advisors?

  • Your financial well-being is our number one priority. We create strategies that are tailored to your needs and goals.

  • We build a long-term, meaningful relationship with you. Guiding you to and through retirement. 

  • We are skilled financial advisors who positively impact our clients’ lives with results oriented financial advice and tax expertise. 

  • We are fee-only fiduciaries, always putting our client’s needs first.

  • We limit the clients we serve to individuals we can provide massive value.

Who do you serve?

Our retirement planning and tax optimization strategies have the greatest impact with: 

  • Retired or those nearing retirement 

  • Small business owners preparing to implement an exit strategy

  • Investors with $750,000 or more in investable assets

  • Investors who understand the value of expert advice

How does Bestgate Advisors receive compensation?

Our compensation is derived directly from the fees charged for our advice, plan implementation and management of assets. We are completely transparent. Our fee schedule is listed on our website and is based upon assets under management (AUM).

What is included in the AUM fee?

  • Our fee includes a holistic financial plan, which includes investment management, income tax planning, insurance analysis, retirement planning and estate planning.

  •  Personal income tax return preparation for most clients. 

  • Ongoing review and updates to your financial plan which generally includes meeting twice a year.

  • We are also available for major life transitions and necessary updates that happen outside of our scheduled meetings.

How do you keep my money safe?

Your money is held at Charles Schwab. We partner with them to safeguard your money and investments, produce your account statements, and provide your tax forms. You have 24/7 access to your accounts online. They handle our back office so we can focus on delivering value to you.

What is your investment philosophy?

We follow the concepts of modern portfolio theory and the efficient market hypothesis.  That means we believe that clients with long term investment horizons should be participating in the market and portfolio managers should be arranging portfolios using fundamental diversification and asset allocation strategies.  Due to having an efficient market it's our belief that portfolio managers following these principles should not have significantly different results over the long term and if they are getting significantly different results over the short term that there is likely too much risk within the portfolio. 

What is A fiduciary?

A fiduciary has the highest ethical and legal obligation to put client interests ahead of our own compensation and any other considerations. We are fiduciaries; this is our fundamental value and we do not compromise our integrity.

What is the Certified Financial Planner (CFP) designation? 

Many believe that all financial planners are “certified,” but that is not true. Anyone can call themselves a “financial planner;” however, only those who have fulfilled the certification requirements of the CFP Board can display the CFP® certification marks. This designation represents a high level of competency, ethics, and professionalism.

Why should I pay an advisor?

Some people can successfully manage their personal finances on their own. We have found that many find it challenging to consistently implement their financial plan and successfully optimize all the moving parts necessary to achieve their goals. Financial security and wealth creation don’t generally happen accidentally, intentional strategic planning is usually at the heart of it. Mistakes can be costly; we want to help you avoid them. 

How do I get started on working with you?

We are excited to work with you!  Please click the Contact Request button to get started with your advisor team.  


Click below to contact us, and our team can determine if we might be a good fit to work with each other.