SUBSCRIBE TO STAY UP TO DATE
Frequently Asked Questions
What do you mean by fee-only?
A fee-only financial advisor is compensated directly by their clients for financial advice and ongoing investment management. We do not receive commissions or kickbacks from financial products, which minimizes conflict and requires us to act as fiduciaries (i.e., we act in your best interest). This is the most transparent and objective compensation structure available.
Why do I need a financial advisor?
Whether you lack time, skill, or discipline, you need a financial advisor to stay accountable and be proactive. It’s easy to document your plan on paper, but if someone isn’t in your corner looking out for your financial well-being, it’s easy to get off track. It’s about creating a to-do list, getting it done, and then doing it again – life evolves, and so does your plan. Our goal is to give you confidence in your financial decisions and free up your time, enabling you to live a better, more confident life.
I want to learn more but I’m not sure Gunder is a good fit. What’s the next step?
Schedule an introductory meeting with us here. There is no charge or commitment to have an initial meeting—this is a chance for us to get to know each other. Financial planning involves a sense of vulnerability, and we want to make sure you’re comfortable with us and our approach. We’ll ask more about your finances, goals, and feelings as they relate to money.
Who is NOT a good fit for Gunder?
If you assume (or expect) we can beat the market or predict the future, you’re not a good fit. Also, our service offering may not suit you if you aren’t open to utilizing technology for communication and document storage. Lastly, this is a partnership – if you aren’t willing to put in the effort, this relationship won’t work. We want you to interact with our planning tools – don’t expect a binder of documents from us!
Why Gunder vs. another firm OR ROBO advisor?
First off, it’s worth mentioning we’re considered “independent” – we’re not required to sell you proprietary investment products. Secondly, with the increasing availability of financial technology, investment management has become a commodity in some sense. So, how do we differentiate ourselves? Clients want a relationship with someone they can trust as they embark on their financial journey, particularly as situations evolve and get more complex. Answers aren’t always black and white, and emotions can cloud your ability to achieve financial success. Having a partnership with a financial advisor who is relatable and simplifies the process is critical. Our goal is to do more than manage your investments – we strive to deliver an advice-driven experience.
What if I don’t live in the metro-Detroit area?
We utilize the latest technology, enabling us to work with clients all over the country. We can meet by phone, virtually, or in-person if you’re in the Detroit region. Life is busy – we want to cause the least amount of disruption to your schedule while still allowing us to have a meaningful conversation. Local clients are welcome to meet virtually as well.
What’s ESG investing?
ESG stands for environmental, social, and governance. Investments meeting ESG criteria are screened based on a company’s operations by analyzing socially conscious factors. As the demand for ESG investments becomes more mainstream, other concepts such as socially responsible investing (SRI), impact investing, and values-based investing are also gaining popularity. While they are different in their approach, they all share a sustainability theme. If interested, we’re happy to have a more detailed conversation to determine if investing a portion or all of your portfolio into ESG investments is a good fit.
Why did you name your firm Gunder Wealth Management?
Gunder is the name of the ski run in Beaver Creek, CO, where we got engaged back in 2006. Although Ashlee didn’t know how to ski before we met, it’s an annual family excursion now!
Why did you pursue the B Corp™ Certification?
When we launched Gunder Wealth Management in 2019, becoming a Certified B Corporation™ was one of our original long-term goals. For those familiar with EOS, it was one of our first “5-year rocks.” The certification process is intentionally rigorous, and that’s exactly what attracted us to it.
As financial planners, we see every day how thoughtful financial decisions can shape lives far beyond a portfolio. Helping clients build financial security often creates opportunities to support family members, strengthen communities, pursue meaningful work, and give generously.
B Corp Certification provides an independent framework that helps us live out our purpose and hold ourselves accountable to it. It challenges us to continually improve how we serve clients, operate our business, engage with our community, and measure our impact over time.
Our mission to provide honest, independent, and experienced financial advice remains unchanged. B Corp Certification simply reinforces our commitment to delivering that advice in a way that creates lasting value for our clients and the world around us.
Website Disclaimer
Gunder Wealth Management, LLC (referred to as "GWM") is an Investment Advisor registered with the SEC. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by GWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of GWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All fees are subject to change. This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, GWM disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.
GWM does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall GWM be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if GWM or a GWM authorized representative has been advised of the possibility of such damages.
In no event shall GWM have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
An advertisement on this site, or any related site(s), may not include any testimonial or endorsement, and GWM may not provide compensation, directly or indirectly, for a testimonial or endorsement.