Gorham Financial Group

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Guided Wealth Portfolios

Guided Wealth Portfolios combine the benefits of having access to 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 access to the experience of Gorham Financial Group’s (GFG) financial consultants.

  • Customized investment plan
  • Access to a dedicated LPL Financial Advisor
  • Investment portal with 24/7 access
  • Low minimums

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

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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 access to 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

Complete this short form to meet with Jim and learn more about Guided Wealth Portfolios.
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