Your financial future is too important to trust to just anyone.
We understand the amount of trust that’s necessary for you to turn over your hard-earned savings to a financial advisor. At Gottlieb Advisory Group, our clients work with us because they trust us. They trust us to help them achieve their financial goals. They trust us to be open and honest with them about their current finances and how to ensure a secure retirement. And they trust us to be there for them, whenever they need us. We invite you to find out for yourself why, every day, our clients trust us with their financial future.
Our business is built on three essential pillars: Integrity, Diligence, Ethics
“A person is not given
integrity. It results
from the relentless
pursuit of honesty at all
times.”
- Unknown
We are Fiduciaries. Our legal, as well as moral obligation is to you, our client.
For us, integrity starts with being laser-focused on your well-being. With most of our clients, we are compensated by fees, and receive no commissions from the sale of any products. Therefore, we have no incentive to “sell” you anything. We listen to you to understand your specific needs, then provide objective advice tailored to those needs.
While recent changes in the law may require all financial professionals who work with retirement plans or provide retirement planning advice to be fiduciaries, Lou Gottlieb has been working with his clients as a fiduciary since 1998.
Our clients’ interests are not just our first priority, they are our only priority.
“Diligence is the mother of good luck.”
- Benjamin Franklin
Look up the word diligence in the dictionary and you’ll find “careful and persistent effort.” That’s exactly how we work for you every day.
To help you reach your financial goals, we constantly search for the right investments. But with market changes and your personal lifestyle and financial situation shifting over time, the right investments today may not be right tomorrow. That’s where careful and persistent effort comes in.
Just as important is being diligent in keeping you informed. For us, personal service means not just being available to answer your questions any time, but proactively keeping you updated on how your portfolio is performing and how market changes are affecting your investments.
“Ethics is knowing the difference between what you have a right to do and what is right to do.”
- Justice Potter Stewart
We’re not out to “close deals.” We aren’t after a quick buck. You don’t build a reputation for helping clients reach their goals by chasing commissions.
At Gottlieb Advisory Group we provide trusted, transparent and unbiased financial guidance. We want our clients to understand exactly what we are doing and why, and have complete knowledge of the costs and risks involved.
Lou Gottlieb measures his own success by his clients’ success. A fiduciary since he started as a financial advisor in 1998, he believes that fee-based compensation is the only way a financial advisor relationship should operate.
We treat our clients the way we want to be treated. Great personal service and timely communication.
When you have a question, you’ll get an answer quickly – usually within 24 hours. You won’t get passed around from person to person, department to department. You’ll have full and direct access to Lou and his team.
We believe in keeping you up-to-date on your investments on a regular basis. And not just with an occasional email. We believe in phone calls and face-to-face meetings and reviews on a regular basis. And, if you have trouble getting to our location to meet, we’ll come to yours.
You can also view your financial planning progress as well as all of your financial holdings in one snapshot, all in real time - even the investments we may not oversee. Our new service is called eMoney Advisor and it’s an unprecedented way of giving you more control over your finances.