GORMAN FINANCIAL MANAGEMENT

Overview

Gorman Financial Management is a small, independent registered investment adviser operating as a sole proprietorship that focuses on serving individuals, families and small-business owners. The firm’s advisory activity centers on financial planning and portfolio management rather than institutional or pension consulting work. Client relationships are handled on an hourly or fixed-fee basis, which points to a planning-first approach rather than a traditional AUM-driven model. The firm is not positioned as a multi-state adviser or a capital allocator; instead it relies on third-party managers and product solutions to build client portfolios. It does not advertise active ESG investing as part of its stated practice.

Assets & Accounts

Investments & Alternatives

Location & Offices