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Gary Johnston

Advisor at Facet

Updated today
Facet logo

Firm

Facet

Location

Perkasie, PA

Credentials

CFP®, Series 63, Series 65

Industry experience

8 years

Client services

Financial planning Portfolio management

Fee options

Fixed

$250 enrollment fee for members selecting billing cycles other than annual; waived for Foundations members

Other

Account minimum: $500 initial purchase for investment accounts except High Yield account which has no minimum Minimum fee: Financial planning fees generally range from $100 to $9,000 annually on a flat membership fee, subscription basis depending on the member's planning needs Fee-only: Flat membership fee for financial planning services including investment management (no additional investment management fees)

Work history

Facet Wealth Management

2021 - Present (5 years)

Facet Wealth Management

2021 - 2021 (1 year)

Facet Wealth Management

2019 - 2021 (2 years)

SEI Investments Management Corp

2016 - 2019 (3 years)

SEI Investments Distribution Co

2016 - 2019 (3 years)

SEI Investments Distribution Co

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Lew C

CFP®

Macungie, PA

Christman Financial Advisors LLC

At Christman Financial Advisors LLC my mission is to help clients "ACHIEVE UNCOMMON FREEDOM". The purpose is to help build, manage, preserve and protect your wealth for generations no matter what stage your in or at. Clients of Christman Financial Advisors understand that by coordinating and managing today’s financial decisions they can achieve their goals for tomorrow while still enjoying the fruits of their labor today. Clients usually have no desire to manage their financial affairs on a daily basis, want to simplify their lives, and are willing to delegate that responsibility as well as enter into a long-term relationship. They know they can sleep at night knowing that I am looking out for their well being. They want to work with a professional advisor, not a sales representative. At Christman Financial Advisors, I believe people should seek to partner in their financial lives with a professional financial planner who is their guide, not their guru, who delivers discipline over promises of great investment returns, and who is an advocate for them and coordinates that advocacy with the other professionals in their lives. There are several areas that I help families and individuals when it comes to Financial Planning and Wealth Management. 1. Solid investment performance. While I cannot control the actual return you achieve on your investments my philosophy is to invest in vehicles that I know and understand and that will allow you to sleep comfortably at night. I look to diversify your investments and stress capital preservation and maintaining quality of life, not performance. 2. Control and Simplicity. My goal is to simplify your investments and personal finances and take over the burden of the daily management of those investments so that you have more control over that aspect of life. 3. Appropriate products and strategies. I help you choose the right investments and strategies (along with your other Advisors) that match your volatility (risk) tolerance and your unique situation. As a fee only Advisor I do not receive any commission from the sale of any individual product. I recommend what is in YOUR best interests. 4. Help in planning or maintaining a secure retirement and getting their financial house in order. 5. Helping you avoid mistakes. Many investors lose money because they invest at the peak and pull their money out in the troughs. I will act as your guide. A professional that you can call and talk to before making a decision.

General retirement planning HENRY (High Earners, Not Rich Yet) Gen X (Born 1965-1980)

Ryan G

CFP®

Doylestown, PA

Opulus

Hey there, I'm Ryan Greiser. With over a decade in the financial industry, my mission is clear: to empower my clients across the USA to take control of their financial futures. At my firm, we offer a comprehensive range of services tailored to your needs. Whether you're seeking financial education to boost your money management skills, personalized financial planning to achieve your goals, or expert investment management, we've got you covered. We keep it simple, free from jargon, and always prioritize your financial well-being. I take pride in being recognized as a Top 100 Financial Advisor by Investopedia, and my insights have been featured in leading financial publications such as MarketWatch, Fortune, NerdWallet, Bloomberg, CNBC, and CBS News, among others. What truly motivates me is helping our clients navigate the complexities of finance in a way they actually understand. When you're ready, don't hesitate to reach out to see how we can elevate your financial game. In the meantime, get to know me better by checking us out on social media or tuning into our podcast at → https://www.masteryourmoney.finance/podcast

Business ownership considerations Business exit / sale strategy Professional Athlete Gen Y/Millennials (Born 1980-1995) Young Professionals

Lacy P

CFP®, Series 66

Frenchtown, NJ

Edward Jones

Charitable giving & philanthropy Family Business Multi-generational wealth transfer ESG / Sustainable investing Business ownership considerations Founder/Business Owner Executive Intergenerational Families

Gregory M

Series 66

Doylestown, PA

Merrill

Gregory Michaels is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in wealth management strategies tailored to clients’ individual goals, including college education planning, family wealth management, liquidity management, new wealth management, personal retirement planning, women and wealth, and retirement income. Gregory and his team leverage over 30 years of combined experience to provide personalized financial planning, investment advice, and money management services. He holds a Bachelor's Degree from Rider University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Gregory emphasizes a client-centric approach, working one-on-one with clients to develop flexible financial strategies aligned with long-term objectives. Outside of his professional role, he spends time with his wife and two children, enjoying activities such as football, traveling, dining, wine tasting, and socializing with friends.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Young Families Women Professionals

Matthew J

Series 66

Doylestown, PA

Merrill

Matthew Jankowski is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has worked since 2001. Over the course of his career, he has advised clients on a variety of financial complexities including unwinding concentrated stock positions, stock option strategies and exercise, pension planning, long-term compensation planning, and implementing tax-efficient investment strategies. His group employs a goals-based, client-centric approach, acting in the best interests of clients with a product-agnostic, fee-based methodology focused on controlling taxes, risks, and fees. Mr. Jankowski holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from Delaware Valley College. In 2018, he was named to Forbes’ "America’s Top Next-Generation Wealth Advisors" list, an acknowledgment based on comprehensive criteria including client retention, industry experience, credentials, and assets managed. He lives in Doylestown with his wife, Ali, and their three dogs. Outside of his professional responsibilities, Mr. Jankowski enjoys spending time with family and friends, as well as playing golf when time permits.

Concentrated stock management Stock option exercise strategy Retirement income strategy Wealth management General tax planning Executive Gen Y/Millennials (Born 1980-1995)

Michael C

CFP®, Series 63, Series 66

Doylestown, PA

Fidelity

Michael Charpentier is a Financial Consultant at Fidelity Investments, where he has been employed since 2003 in various roles. He has held positions including Financial Consultant since 2013, Investment Representative from 2011 to 2013, Service Delivery Manager from 2008 to 2011, and several specialist roles related to retirement investment and defined contribution plans throughout his tenure. His experience spans over two decades at Fidelity, focusing on wealth planning and assisting clients in working toward their financial goals. He emphasizes strategies tailored for all styles of investors within the Fidelity framework. Outside of his professional responsibilities, Michael's personal interests include bowling, attending concerts, playing golf, and music.

General retirement planning Retirement income strategy Income planning Wealth management Retirement withdrawal strategies
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