What to Expect We help you organize the moving parts of your financial life through thoughtful planning, disciplined investment management, and a level of care that feels different from the industry most people are used to.
GDS was built
around a simple belief.
Financial advice carries weight.
We are a fee-only fiduciary firm focused on long-term planning, disciplined investing, and exceptional client care.
Credibility at a glance
Years in service
20+
Retention rate
99%
AUM
1.82B
Clients come to us for expertise. They stay because they feel prepared, supported, and taken care of through thoughtful planning and consistent follow-through.
Schedule a Discovery Call
The Wealth Standard
OUR 5-Step PROCESS
01
Discovery
Call
02
Initial
Fit Meeting
03
Plan
Review
04
Client
Onboarding
05
Ongoing
Care
How Our
Process
Works
We don’t skip steps, and we don’t move ahead until we know what you care about most and why. Building that relationship takes time, but it matters.
When that foundation is strong, the plan lifts you up.
We’ll have a short conversation where we get to know you, what brought you here, and what you’re hoping to accomplish. We’ll also walk you through how we work, so you have a clear sense of what to expect.
You share your goals, your priorities, and what success looks like to you, so we can shape an approach that reflects your life. This is where we take the time to understand the full picture before any decisions are made.
We walk through a clear plan together, giving you space to ask questions, make adjustments, and understand how everything connects. Nothing moves forward until it feels right and holds up to careful review.
Once everything is aligned and you decide to move forward, we begin implementing your plan. From there, the relationship continues through regular meetings, so you’re never left to navigate things on your own.
We’ll have six checkpoints throughout the year, including quarterly phone calls, a semi-annual account review, and two formal reviews to make sure everything is running smoothly and your plan is working hard for you.
FAQ
The questions
we hear
most often.
Our clients are truly the heart of our business. We place them first in every action we take through our fiduciary commitment to delivering five-star service. We work closely with our clients to design financial plans tailored to their goals, values, and circumstances, helping them pursue long-term financial success.
Our advisors who hold the CERTIFIED FINANCIAL PLANNER designation have met rigorous education, experience, and ethical requirements. Their insights reflect dedication to the highest standards in financial planning. As an SEC-registered investment adviser, we are committed to acting in your best interest. We do not accept commissions or promote proprietary products.
We provide comprehensive financial planning services including investment management, retirement planning, tax-aware strategies, and estate and legacy planning. Every recommendation starts with a personalized strategy and is continuously updated as your goals and circumstances evolve.
A fiduciary financial advisor helps you organize your financial life, create a plan for your goals, and guide investment decisions—while being legally required to act in your best interest. GDS operates as a fee-only fiduciary; meaning advice is objective and not driven by commissions or product sales.
Yes. GDS works with clients throughout the United States. We effectively deliver our services both in-person and remotely, depending on your location and what works best for you. Please feel free to reach out to our office today to schedule your initial consultation.