GGM Financial, LLC

EST. AUM
$425,718,539

CONTACTS

CLIENT ACCOUNTS
816

Firm Details

Metro area Columbus
CRD Number 327008
Website ggmfin.com
Client types

Overview

GGM Financial, LLC is an independent, SEC-registered investment adviser headquartered in Columbus, Ohio. Operating under a strict fiduciary standard, the firm provides holistic wealth management services, acting as a “Personal CFO” for individuals, high-net-worth families, pension plans, and charitable organizations. GGM Financial specializes in comprehensive financial planning that incorporates a client’s full balance sheet, integrating retirement planning, cash flow optimization, and asset protection. The firm is known for its collaborative approach, using visual tools and simplified illustrations to clarify complex financial concepts, while constructing globally diversified portfolios across equities and fixed income for long-term growth.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

GGM Financial, LLC

Platform Details

Investment Preferences

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Address

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