Gardiner Financial, Inc.

Overview

Gardiner Financial, Inc. is an independent, owner-operated registered investment adviser serving individuals and families with a focus on financial planning and portfolio management for individuals and small businesses. The firm’s advisory work is fee-based (percentage of AUM), with additional hourly and fixed-fee arrangements available for planning or bespoke engagements. Investment activity centers on liquid, equity-focused strategies: the firm favors exchange-traded securities and ETFs as the primary building blocks of client portfolios, supplemented by mutual funds where appropriate. Gardiner Financial does not position itself as an ESG-focused allocator and operates at a scale and scope consistent with a regional, client-centered practice rather than as a multi-state or institutional consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices