The Gutwein Group

The Gutwein Group is a financial planning practice led by financial advisor Kevin Gutwein, CFBS, with a team of financial planners and an associate advisor. The firm builds its work around a planning process that starts with a comprehensive plan covering goals, wealth building, risk management, and the transfer of strategies to children and grandchildren.

Clients begin with a short alignment call, then an in-person discovery meeting and a draft plan that is reviewed step by step. The firm offers annual in-person reviews and ongoing availability for financial questions. Implementing some recommendations can involve commissions or fees beyond the planning fee. Securities and advisory services are offered through MML Investors Services, LLC, and the firm is not affiliated with that company.