GDM Advisory Group, Ltd. Is a fee-only financial, investment, and estate planning firm which creates customized and strategic recommendations to individuals on a wide variety of issues.  The firm represents approximate 200 individual clients and is responsible for managing $225 million for our clients.  The firm’s principal, Glenn Meyer is a CPA, CFP®, ChFC, CLU and holds a Master of Taxation. 

We are pleased to offer a Two (2) hour consultation covering any aspects of your personal financial situation which may include: asset allocation review, educational funding strategies, tax planning (income and/or estate), insurance reviews, development of a disciplined savings program, too name a few.