Who We Are

How do YOU make life-changing decisions?

Trusted, client-focused financial planning services.

That’s LGT Financial Advisors.

We offer personalized service for every aspect of your financial needs.

Finding a financial advisor is a deeply personal experience that is totally dependent on the relationship between the client and the professional.

It takes a thorough understanding of financial planning, wealth strategies, estate and gift planning, and other financial solutions to gain and earn a client’s loyalty.

Our relationships are based on a true partnership, with customized plans created for individual and business needs.

Through an in-depth consultation, we analyze your situation to create a personalized investment strategy.

Most of all, we help you completely understand all suitable options.

Meet our LEADING ADVISORS

Bill Walsh, CPA

Partner

Bill’s responsibilities include financial advisory services, general business consulting, strategic planning, succession planning and assurance services. Mr. Walsh advises business owners and high net-worth individuals regarding wealth building and protection strategies. Mr. Walsh is a registered financial advisor.

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Scott Gunn, JD, CFP®, CPFA

Partner

Scott has more than 20 years of investment consulting and financial planning experience which includes working for The Ayco Company, L.P. (a boutique financial planning firm) and Merrill Lynch (a global wealth management firm). Scott joined LGT in January 2009.

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Miller Bentley

Financial Advisor

Miller leads our employee benefit planning group and oversees the investment management process for the firm. Mr Bentley consults with business owners and employees to strategize and implement sufficient retirement plans. As a member of the National Social Security Association, Miller also advises individuals on Social Security planning.

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What sets us apart?

All our companies offer a full range of business, accounting, and financial services for individuals and businesses.

Wealth Strategies

Financial Planning

Investment Management

Asset Preservation Strategies

Business Consulting

Business Succession Planning

Buy/Sell Strategies

Employee Benefit Plan Implementation

Estate and Gift Planning

Insurance Strategies

Retirement Planning Services

Talk to one of our financial advisors today and let's partner together for your future.

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Talk to one of our financial advisors today and let's partner together for your future.

GET IN TOUCH

Trusted, results-oriented financial planning services.

That’s LGT Financial Advisors.

Through an in-depth consultation, we analyze your situation to create a personalized investment strategy.

Most of all, we help you completely understand all suitable options.

All our companies offer a full range of business, accounting, and financial services for individuals and businesses.