MENU
Gorham Financial Group
Guided Wealth Portfolios
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. 
Do It Yourself Investing
With Advice When You Need It
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.
MEET WITH JIM GOODBODY,
LPL Financial Registered Representative
- Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
- All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.
- Important Consumer Information:
- Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Gorham Savings Bank and Gorham Financial Group are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CO, FL, IN, ME, MA, NH, NY, VT
- The investment products sold through LPL Financial are not insured Gorham Savings Bank deposits and are not FDIC insured. These products are not obligations of Gorham Savings Bank and are not endorsed, recommended or guaranteed by Gorham Savings Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed and loss of principal is possible. Gorham Savings Bank and Gorham Financial Group are not registered broker/dealers and are not affiliated with LPL Financial.
- NOT FDIC INSURED | NO BANK GUARANTEE | NOT A BANK DEPOSIT | MAY LOSE VALUE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY