Broker Check

About Gate City

Meet Our Team


How We Can Help You

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. 

Click here to find out how we can help you reach your financial goals.


Our History

In 1841, led by Governor John Motley Morehead, Greensboro began to make an impact on the lives of North Carolina residents. He believed that Greensboro should become a relevant part of North Carolina's transportation industry. Morehead convinced the major railroads of the time to "bend" their tracks through one major depot, Greensboro, thus the "Gate City" was born.

Likewise, Gate City Advisors was born out of our advisors' desires to become a relevant part of our client's financial journey. Whether you need financial planning, investment consulting, risk management, or a retirement plan for your company, Gate City Advisors can assist you in determining which track will reach your financial goals, then map out a plan to help you get there.

As an independent financial planning firm, we offer more than a century of combined investment experience. Our approach is personalized, detailed and realistic. With continual reviews of your financial management program, Gate City Advisors will work with you to keep your investment strategies on track.


Paying It Forward

Paying It Forward

At Gate City Advisors we believe that "to whom much is given, much is required". Therefore, our employees collectively and independently are involved with many organizations that benefit our community. Our employees give of our time, talents, and money to a wide array of causes. Below is a list and links to of some of those groups:


Our Commitment to You

Our Commitment to You

We're committed to giving you a quality experience while we work together to reach your specific, individual financial goals.

Click here to read our Client Bill of Rights!