Independent, fee-only financial and investment advisor. Experience with endowments, investment committees, entrepreneurs, and medical professionals. Financial literacy education advocate. Works closely with clients using a deliberate discovery process to understand what's really important and then create a plan to protect and grow their wealth, and achieve their most important life and legacy goals with cost-efficiency and reliability.
Long time American Cancer Society volunteer currently Chair of the National Investment Committee. For more on Gary Pia click here.