Gerrish Financial is a fee‐only financial planning and investment advisory firm. We provide financial planning and investment advisory services for individuals, families and small business owners. We strive to work with people from all different walks of life, have no minimum asset or income requirements, and have no minimum account size.

No performance related fees are charged, and no commission is received for any product or security we recommend to clients. Which means all of our compensation is paid directly by our clients in the form of a package or fixed fee arrangement.


Financial Planning

We provide comprehensive financial planning services customized to our client’s unique circumstances. We offer these services in an ongoing yearly format.

Investment Management

We provide investment management services customized to our client’s specific needs and risk tolerances. Offered as an optional add on service.