Gorman Financial Management

Overview

Gorman Financial Management operates as a sole proprietorship and is registered as an independent registered investment adviser. The firm focuses on serving individual and family clients, and also provides portfolio management for small business owners. Its client-facing fee model is built around hourly billing and fixed fees rather than asset-based retainer or percentage-of-assets arrangements. The firm does not identify as an active ESG investor, is not positioned as a capital allocator, and is not described as a multi-state or pension consulting adviser. Advisory activity centers on financial planning and discretionary or non-discretionary portfolio management for individuals and small businesses. The adviser is structured for a high-touch, client-specific relationship model typical of small independent RIAs operating under an individual owner.

Assets & Accounts

Investments & Alternatives