About Us
Our Goals
It is our goal to have realistic fees and index benchmark beating performance, all while providing more education and communication. We take pride in giving an unbiased data-based approach to both bull and bear markets. Our discretionary managed accounts, creates peace-of-mind for the client and allows for emotions and ego to be replaced with logic and reason.
Many have called Gurney Financial a “disruptor” in the industry. If setting-up a company based on the way the industry should function means we are a “disruptor”, so be it! Simply put, we asked what people wanted and expected from their financial adviser and created our company based on this research. While advisers, brokers, and insurance agents promise that they are held to “the highest level of care,” Gurney Financial is actually part of the 2% that are bound as fiduciaries to put your interests first. This commitment dictates our advising, hiring, investing, and commitment toward innovation. We preach the realities. People deserve to hear this!
Who we are?
Why we do it?
My name is Jonathan M. Gurney, the founder of Gurney Financial, and I enjoy helping people weigh the numerous financial decisions they face throughout their lifetime. At a young age, I was fascinated with the variety of ways to grow wealth and how certain life decisions impact your wealth. While money is not the only thing in life that matters, having a plan is vital toward reaching your financial goals. Throughout my career, it was a reoccurring theme to see people have five or more micro-managers giving them advice specific to the one product they were trying to sell. These inefficiencies, in many cases, led to massive gaps in peoples financial plans and also cost much more. Our goal is to be the primary financial overseer of your financial plan to make sure your plan is coordinated properly! Every person’s financial situation and goals are different, PERIOD; therefore, the implementation in each individual plan will be unique to the client’s goals and objectives.
In my role today, I enjoy educating people while being real, up-front, and straight to the point regarding their financial situation. When discussing finances with individuals and business owners, I have real conversations with you about your financial position. I will not “sugar-coat” the financial concerns that I have nor be afraid to confront the true status of an individual or business’s true financial position. Avoiding or ignoring these difficult discussions in the planning process is a disservice to the client! I make a conscious effort to make sure my clients know the various options they have available to them and how their decisions may impact their financial plan. I also take pride in continuous education! The financial industry is continuously changing! Therefore, constant research and education is necessary to keep up-to-date with current regulations. Our worth as a company is measured by seeing the personal and business success of you, the client.
When I’m not helping my clients, I am a family man who tries to stay active by playing sports, working out, and being in nature. I also love rocking out on guitar, spending time with my friends, my wife Mandy, and my family back in Shelby, Ohio. My wife and I make it a top priority to make a difference in our community by volunteering, being heavily involved in serving the Church through the worship team and children’s ministry, and helping develop leaders.
Wealth Accumulation
Whether it be for business or personal finances, we will work with you to build an investment portfolio or retirement plan that fits your financial objectives.
Wealth Distribution
Not sure how or if you can retire? Are you on track for retirement? Let us help you put together a plan to efficiently distribute your hard-earned dollars.
Wealth Preservation
Are you or your business covered in case of the unexpected? Let us show you where you may need protection to ensure your plan can work under a worst case scenario.
Business Consulting
Let’s take a look under the hood to see how you can more efficiently run your company while keeping your employees enthused about solid benefits!
Personal Finances
While we can’t force you to save, we can tell you the younger you start, the easier it is. Becoming a millionaire is not difficult, and most will need to surpass this threshold in order to retire. It requires discipline! Let us help you along the way!
Leadership
While Gurney Financial is currently solely managed by Jonathan Gurney, we are growing rapidly and are searching for new partners and additional advisers. In the interim, our firm is well established for growth and look forward to growing alongside our client’s success! While most financial firms boast of assets under management (AUM), we boast of efficient planning and take pride in actually managing our client’s dollars in our proprietary portfolios. After all, being independent, we do not need a ton of assets under management!
Jonathan M. Gurney ChFC
Founder/Managing Member/CCO