Gorham Financial Group

Guided Wealth Portfolios

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Guided Wealth Portfolios combine the benefits of a personal financial advisor with digital investment technology. Whether you’re planning for retirement, saving for a major purchase, or just looking to invest in the market, you can answer just a few questions and receive a personalized proposal. When you’re ready to invest, the technology makes it easy, plus you get the experience of Gorham Financial Group’s financial consultants.

  • Customized investment plan
  • Dedicated financial advisor
  • Investment portal with 24/7 access
  • Low management fees

The GFG team offers access to financial planning and investment advice through LPL Financial, a registered investment advisor.   Brocker Check by FINRA logo

Woman managing money on her mobile device
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Do It Yourself Investing

With Advice When You Need It

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With Guided  Wealth Portfolios you get the convenience of automated investing with personal attention from the experienced financial consultants of Gorham Financial Group, who are just a phone call away. They’ll work with you to help you pursue your financial goals.

Learn More

MEET WITH JIM GOODBODY,
LPL Financial Registered Representative

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