Effective August 1, 2023 Gurney Financial merged with Access Wealth Group, LLC
Our new website can be found here: https://www.accesswealth.vc/
Jonathan Gurney’s new email is: jonathan@accesswealth.vc
Our Goal
Our goal is to educate clients about the financial opportunities and risks they face in today’s ever-changing economic environment. Our financial principles allow our clients to build, preserve, and most importantly enjoy their hard-earned dollars in an efficient and effective manner. Our logical approach during bull and bear markets allow investors to replace ego and emotion with reason and logic. Competitive fee structure, industry leading technology, and benchmark beating performance is what we strive for!
Our Services
Financial Advice
Everyone deserves advice! Studies prove that a having a plan in place encourages financial discipline, which often leads to better results. Let’s put a plan together to evaluate where you stand and where you need to go to achieve your goals.
Paycheck Regeneration
Retired and need a stream of income? Let us help you create seamless transition by sending you paychecks directly to your bank account. Let’s put together a plan to help ensure your nest-egg lasts throughout your lifetime.
Investment Planning
We take pride in managing your hard-earned dollars. Rather than having a third-party complicate and increase fees, we believe you deserve answers from the actual person that directly manages your assets. Let’s custom build your portfolio today!
Alternative Investments
While our bread & butter is financial planning and managing assets within the stock market, we recognize there are other diversifying opportunities outside of stocks, bonds, and ETF’s that may be beneficial depending on the client’s financial situation.
Insurance
While most have a “love/hate” relationship with insurance, it needs to be a part of the conversation. Let us help you search for the best solutions for Life Insurance, Disability Insurance, Long-term care Insurance, and Health Insurance options.
Accounting & Attorney Work
While we are neither accountants nor attorneys, we have great relationships with accountants and attorneys in different locations. Having an attorney, accountant, and financial adviser/asset manager that can work together toward a common goal of helping the client, is an invaluable combination.
Note from the Founder
Jonathan M. Gurney
Founder & CEO – Managing Member & CCO
Thank you for checking us out. Managing assets is a challenging occupation that comes with a lot of pressure. A role that I take seriously! Despite the challenges, we attempt to close the gap in communication between clients and the true asset manager by providing daily updates across social media outlets and weekend videos. We commit to unbiased commentary based on fact. Bottom line, we try to provide the top resources for clients, outperform desired benchmarks, and provide this service for a fee that is at or below the industry norm. In short, we want to give more, charge less, and outperform. How does that sound?
Market Commentaries
We take pride in keeping our clients up-to-date with what is happening in the stock market. Check out our Weekly Market Commentaries. We don’t sugar-coat our analysis. If there are concerns, we missed an opportunity, or we recently entered new monies, we keep our clients in-the-loop.
Making an Impact Across the United States
What started out as a small financial firm in Granville, OH, has grown into a company serving clients across the globe. With help from technology, distance isn’t a barrier. Gurney Financial takes pride in keeping its clients up-to-date with daily market commentaries sent through social media platforms as well as personal emails, and videos. Meetings are held face-to-face or via streaming platforms depending on the client’s preference or schedule.
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42% of people retired earlier than expected. 55% were forced to stop due to health reasons or disability while 24% cited workplace downsizing or closure.
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On average, over 50% of a retirees' income is fueled by Social Security.
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On average, people ages 56-64 only have 12% of what will be required to retire; equating to a 88% shortfall.
“We want to be more than the traditional third-party ‘relationship manager’ that doesn’t directly manage your assets. The industry is evolving and your expectation of what an adviser should be, should adapt as well!”
The Reality
For years I have questioned why there needed to be an in-between “relationship manager” adviser that essentially picks funds that the client could pick themselves. This often leads to higher costs and lack of communication between the ACTUAL person managing your assets. After all, the person choosing your Mutual Fund has no reasoning as to why the REAL asset manager chose your specific allocation. If you own Mutual Funds or ETF’s, do you ever get to speak with the true asset manager? I didn’t think so. We want to be more than a pawn saying, “Everything is fine”. Our firm takes pride in giving the real scope while giving an unbiased opinion based on hard data. We hope to change the industry for the better by giving the true scope of where the market stands and keeping our clients informed on a daily basis. You deserve this!