A Stronger Future Starts with the Right Partnership
Providing the structure, resources, and support to help independent financial advisors grow—without sacrificing control of their practice.
OUR VALUES
OUR WHY
Where Values Guide Our Vision
Gateway Financial Partners is built on a foundation of deeply rooted core values. Our mission is to equip advisors and their clients with the support and tools they need to succeed at every stage of their journey on the bench of life.
Learn more what that looks like in our video here:
GATEWAY ACROSS THE MAP
Service, support and a long-term partnership
WHAT OUR ADVISORS THINK OF US
OUR
Net Promoter Score®
The Net Promoter Score (NPS) is a widely used metric that measures how likely someone is to recommend a company to others. At Gateway Financial Partners, our advisors regularly rate their experience with us using NPS, providing valuable insight into how well we support their growth and success. A high NPS reflects our commitment to delivering the tools, resources, and partnership advisors need to thrive in their independent practices.
DON'T TAKE IT FROM US
Hear from Our Thriving Partners
Salvatore Motta
The Gateway Growth Partnership connects the interests of advisors to the interest of the firm, bringing us that much closer to one another and to firm-wide success. It’s a continued step toward independence for Gateway advisors- and our clients. The Gateway Growth Partnership offers the liquidity necessary to continue to attract quality advisors and team members focusing on growth, scale, fit, cultural fit, and industry leadership. Everyone wins.
Michael Cosenza
Gateway Financial Partners, as a firm, has been a great partner to me during our first two years together. We share the same priorities, the number one being always doing what is best for our clients. As a Financial Advisor, it is awesome to have found my home and a place where my business will grow. But even more importantly, being a member of a team, focused on the collective success of our firm and the other Financial Advisor partners, gets me very excited!
Charles Minahan
There is a tremendous amount of change taking place within the financial services industry, including consolidation, financial advisors retiring, and many advisors looking for more support. Between the vision of our leadership team, operations department, and marketing team, I feel that Gateway is well positioned for rapid growth. The growth partnership has made what was already a strong relationship stronger. Our interests are truly aligned.
Kristin Afelumo
Partnership means knowing that there's always going to be a team of people that walk alongside me, to stand next to me, good or bad. Being in this industry for nearly 10 years, I've been in a lot of what some would call 'partnerships'. And I found that, at the end of the day the interest of the other party just didn't align with mine. I found the opposite to be true with Gateway. I am now partnered with a team of people that is aligned with me financially and we're all going in the same direction. That’s really powerful.
Stefan Rosuck
As a solo practitioner I’m limited with the time I can spend on doing the activities I find most important. Being a part of the partnership provides me with the resources of a team. The other reason I joined the partnership was the people involved in the organization. They are the best.
Andrew Aubrey
Leaving the Merrill Lynch’s of the world and joining GFP helped me become an owner of my practice, it was the initial step to independence. The GGP will continue that owner mentality of not only my book of business but expands that to the overall GFP firm. Still owning my book and contributing/sharing in the success of the overall firm drives that independence.
Bart Landsverk
It is comforting for me to know that I have a qualified marketing team, administrative team and executive team that is partnering with my practice. This gives me a quiet confidence as I work to build a bigger and better financial advisory practice. The partnership also impresses current and potential clients that Gateway is a first-class company.
HOW WE OPERATE
At Gateway Financial Partners, we’ve implemented EOS® (Entrepreneurial Operating System®). This keeps our goals, strategies, and processes clear and aligned. It helps us streamline operations, improve decision-making, and maintain accountability across our team. By running our business with clarity and structure, we create a strong foundation that supports both our internal team and the advisors who partner with us.
“The EOS Model provides a visual illustration of the Six Key Components™ of any business that must be managed and strengthened to be a great business. This model applies to big and small businesses alike, in any industry.”
With the Vision, People, and Data Components strong, you start to create a lucid, transparent, open and honest organization where everything becomes more visible and you start to “smoke out all the issues,” which leads to…
YOUR TEAM
Our Leadership
Ready to Experience Excellence?
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A PARTNERSHIP
BUILT FOR YOU
At Gateway Financial Partners, we provide a structured, supportive environment where financial advisors can focus on what they do best—serving their clients. Our partnership is designed to enhance your independence while offering the operational, marketing, and strategic resources needed to grow with confidence. Whether you’re considering a transition or looking to refine your practice, we offer the expertise and infrastructure to support your next steps.
Fill out the form here to learn more about how we collaborate with advisors to create a practice that aligns with their long-term goals.