Join Gateway

OUR WHY

Embracing Autonomy, Enabling Growth

At Gateway Financial Partners, we’re not just a financial advisory firm – we’re a community of like-minded professionals reshaping the world of wealth management. Our journey began with a vision: to create a haven for independent advisors seeking comprehensive support without compromising their autonomy. Today, we stand as a beacon of innovative financial services, intertwining modern technology, strategic leadership, and unmatched operational efficiency to revolutionize the RIA space.

OUR TEAM

The Backbone of Your Success

Our team at Gateway is a diverse and dynamic blend of industry professionals, dedicated to empowering independent advisors. With collective expertise across all facets of financial services and more, our team members provide the bedrock of support that allows our partners to focus on their clients, confident in the knowledge that they have a dependable team behind them. 

OUR MISSION & VALUES

Shaping the Future of Financial Freedom

Our mission is to equip independent advisors with a robust ecosystem that enables them to thrive in their journey. We strive to align wealth creation with personal objectives and to honor the internal values and desires of our team, advisors, and clients. Our core values of Partnership, Teamwork, Innovation, Superior Customer Experience, Integrity & Respect, and Freedom underpin every decision we make and every relationship we foster. 

OUR HISTORY

It All Started in 1994

Since our founding in 1994, Gateway Financial Partners has dedicated itself to leading the way in empowering financial advisors. Our journey has been anchored in the principles of honesty, integrity, and profound professional knowledge. For us, empowering advisors means going beyond the surface – it means understanding your unique professional journey and being there for you at every milestone. 

Our philosophy is centered around building deep, personal connections with each advisor we collaborate with. We believe in the significance of understanding your professional narrative, your aspirations, and the challenges you face. This approach allows us to provide not just business support, but a partnership that’s attuned to your individual needs and career goals.  

Reflecting on our origins since 1994, we are proud of the community we’ve built and the successes we’ve shared with our advisors. Looking forward, we are excited to continue this path, embracing new opportunities and fostering growth, all while ensuring that your needs as an advisor are always at the forefront of our endeavors.

David Wood

Founder & Chief Visionary Officer

OUR COMMUNITY

Gateway Cares

Our firm is proud to do things the right way – caring for our clients and our local communities. Many of our clients have been with us for decades throughout their bench of life. They are special family members to us and cherished friends. We are there to provide a quick response and are always happy to hear from them. It’s the way we do things. As part of our community focus, the following organizations are some of the charities our advisors support:

All Named Entities are separate and unrelated to Gateway Financial Partners and LPL Financial.

JOIN OUR COMMUNITY

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