Todd Pouliot - Gateway Financial

Gateway Financial, located in Northfield, OH, is a fee-only, full-time fiduciary firm dedicated to providing holistic financial and tax planning services to highly compensated employees. With a focus on managing investments, setting budgets, and planning for legacies, they aim to streamline complicated finances without judgment.

The firm addresses a variety of financial concerns, including investment strategies, tax liabilities, and retirement planning, ensuring that clients are well-prepared for their financial futures. Gateway Financial emphasizes a collaborative approach to managing clients' financial lives, helping them navigate challenges such as caring for aging parents or unexpected health issues.

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