Clarity and Confidence for Your Financial Future

At Gate City Advisors, we help individuals and families make wise financial decisions through personalized planning and ongoing guidance.

Schedule Your Complimentary Intro Call

No pressure. No obligation. Just helpful guidance.

Team-Based Financial Planning

Personalized Strategies

Long-Term Client Relationships

Serving the Triad and Beyond

Meet Your Advisory Team

Get to know the people behind Gate City Advisors and how we help clients move forward with clarity and confidence.

A Different Approach to Financial Planning

Many financial firms focus on products or quick recommendations.
We believe your financial life deserves more than that.

At Gate City Advisors, we take the time to understand your full picture—your goals, your values, and the decisions in front of you—before making any recommendations.

Because real financial planning isn’t about selling something.
It’s about building a strategy that fits your life.

WHAT MAKES US UNIQUE

Planning Comes First

We start with a personalized plan built around your goals—not a one-size-fits-all approach.

A Team Behind You

You don’t just get one advisor—you get a team collaborating to give you thoughtful, well-rounded guidance.

Ongoing Relationship

We walk with you through life’s changes, helping you adjust and stay on track over time.

Who We Help Best

We work with individuals and families who want clarity—not guesswork—when it comes to their finances.

~ You’re within 5–10 years of retirement and want to get it right.
~ You’ve built wealth and want a clear plan for what’s next.
~ You’re navigating a major financial decision and want trusted guidance.
~ You have $250k+ in investable assets and are ready for a more intentional strategy.

What Working Together Looks Like

Step 1: Intro Call

A relaxed, no-pressure conversation to understand your situation and what you’re looking for.

Step 2: Discover

We take a deeper look at your goals, values, and financial picture.

At this point, if you determine that our team is a good fit for your financial goals, we will:

Execute a client agreement
Schedule your first Design Meeting
Send you our intake questionnaire
Collect the engagement fee (if applicable)

Step 3: Design

We build a strategy tailored specifically to you.

Step 4. Deliver

We deliver your personalized plan and continue working together to help you stay on track as life evolves.

Schedule Your Introductory Call

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.

Let's Start with a Simple Conversation

You don’t have to have everything figured out to get started. Sometimes the next best step is just talking it through.

No pressure. No commitment. Just a chance to gain clarity on your next step.

Schedule Your Introductory Call Today

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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