Clarity for Today. A Plan for Tomorrow.Â
Guiding you TO and THROUGH retirement, at every stage of life.
Why Gate City Advisors?
Personalized Plans
No two retirements are the same. We take time to understand your goals and craft a plan that’s as unique as your story.
Decades of Experience
With years of combined expertise, our advisors bring both technical know-how and genuine care to every conversation.
Team Approach
When you work with us, you don’t just get one advisor—you gain the support of our entire ensemble team.
How We Can Help
- Retirement Planning
Create a roadmap for your next chapter—so you can move forward with peace of mind. - Investment Management
Grow and protect your wealth with strategies aligned to your risk tolerance and goals. - Tax & Income Planning
Make the most of what you’ve worked hard to save by planning smart for income and taxes. - Legacy & Estate Guidance
Ensure your wealth continues to make an impact for the people and causes you care about.
What Our Clients Have to Say
Debbie Zdanowski
"GCA is team of knowledgeable, professional, courteous, supportive, people that care about their clients who educate us to meet our goals. To boot, the building is beautiful with charm and I love the weekly emails which are informative and always contain a touch of personalities. I am thrilled to be a client of GCA. Thank you!"
Greg Clark
"We feel comfortable with GCA. We like the 'team' approach they provide and have confidence in what they recommend and do for us. They are willing to listen to us and our ideas and concerns. Their recommendations are based on OUR financial needs."
Dale & Denise Segraves
"Couldn't be more positive. Primarily, we work with Ken and Diane but interaction with all members of GCA has been outstanding."
The testimonials presented are made by individuals who are clients of Gate City Advisors and are applicable only to the individuals depicted and may not be representative of the experience of others. The testimonials are not paid nor have the participants received any non-cash compensation and are not indicative of future performance or success.
We’re grateful for the kind words our clients share.
If you’d like to add your experience, we’d love to hear from you.
Take the First Step
The Retirement Income Toolkit is your practical guide to turning savings into sustainable income. Written by our managing partner, R. Sherwood Greer, this easy-to-understand resource walks you through the key decisions every retiree must make.
Meet Your Team
Financial planning is personal—which is why we want you to know the people behind your plan.
Get to Know UsResources to Help Steer Your Financial Journey
Start a Conversation Your Family Will Be Grateful You Had
Our free Family Financial Conversation Guide and Financial Snapshot Template helps you talk with your loved ones about your financial wishes, estate plans, and the legacy you hope to leave. Because the best time to have these conversations is before a crisis.
Help Your Teen Grow Confident with Money
Our Teen Financial Guide includes practical printables, conversation starters, and real-life lessons to help teens understand budgeting, saving, and smart spending—so they can build strong habits for life.
Navigate a Layoff with Clarity
Facing a layoff can be overwhelming, but you don’t have to go through it alone. Our Still on Track practical guide provides clear, actionable steps to help you understand your options, manage your finances, and plan your next move with confidence. Whether it’s negotiating severance, accessing benefits, or exploring new opportunities, this resource equips you to navigate uncertainty and secure your financial future.
Let’s Build Your Retirement Plan Together.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872). https://bit.ly/KF-Disclosures