"Gunter Financial Services" refers to the practice of a wealth advisor operating as a partner within the larger firm, Oak Crest Advisors, LLC. Oak Crest Advisors is an independent, fee-only Registered Investment Advisor (RIA) founded in 2009. The firm is dedicated to providing comprehensive wealth management services, including financial planning, investment management, retirement planning, and estate planning. Their mission is to serve as a trusted financial advocate for their clients, helping them navigate complex financial decisions to achieve their long-term goals. As a fee-only firm, they are compensated solely by their clients, which aligns their interests and avoids conflicts associated with commission-based products.

Founded in

United States