Gladwyn Financial Advisors, Inc.

Overview

Gladwyn Financial Advisors, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individuals and families with financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets approach with hourly charges for planning or advisory work. Gladwyn registered with the SEC in 2024 and does not position itself as a capital allocator or a multi-state ESG specialist. Advisory activity centers on personalized planning and direct portfolio management rather than large-scale institutional consulting. The firm reports it is not an active ESG investor and does not operate a related adviser or pension consulting practice.

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Location & Offices