FinanceHQ uses information obtained through public records from this advisor's or firm's publicly available ADV filings to provide the information on this listing, which it may summarize in an "About" paragraph. Profiles that include a "FinanceHQ Network Member" badge are updated upon verification and reviewed annually for accuracy. Members of FinanceHQ's Advisor Network include firms and advisors that have a business relationship with FinanceHQ and FinanceHQ may receive compensation from such advisors and firms for referring leads. Members of FinanceHQ's Advisor Network may contribute to information contained on their profiles, including in the "About" paragraph.
About GW Financial
GW Financial, Inc. (GWF) is a seasoned, independent, fee-only wealth management and financial planning firm. With nearly three decades of experience, they empower individuals, families, and organizations to attain financial peace of mind.
Led by President & Wealth Manager Julie Anderson Bray, CFP®, GWF excels in comprehensive financial planning. They prioritize clients committed to achieving their financial goals, fostering financial security even in unforeseen circumstances.
Julie's affiliations with the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA) underscore her commitment to financial planning excellence.
GWF believes in nurturing long-term relationships that span generations. Their financial guidance helps clients pursue retirement goals and navigate intricate financial planning processes. Although they lack a formal minimum, their pricing model is best suited for clients with substantial financial resources.
GWF's mission is to provide financial planning for hardworking professionals, families, and nonprofits. They focus on helping clients create robust financial plans, particularly those transitioning into retirement and those planning substantial wealth transfers.
Pricing options
Regulatory filings
Areas of specialty
- Investment Management
- Financial Planning
- Wealth Transfer
- Insurance Planning
- Financial Goal Setting
- Gifting Strategies
- Giving Strategies
- Financial Education
More about GW Financial
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 110478 | 3 |
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than GW Financial.
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than GW Financial.