Personalized planning for your financial goals
Founded in 2015, Gunter Financial Services was formed as an independent practice with the goal of integrating professional financial planning and wealth management using a team-based approach. We chose to affiliate with Raymond James as they provided the ideal platform to launch a practice which would best serve clients through their culture of independence and integrity.
As a local, family-founded business Gunter Financial Services has sought to serve the financial needs of our Central Texas community and beyond. In 2019, our team found a permanent home inside the newly renovated and restored Gunter Building, located on 204 N Penelope Street in downtown Belton. A renovation project which took 21 months to complete after the Gunter Family purchased the historic building in 2017.
Our team of financial professionals have over 30 years of combined financial experience and our advisor's affiliation with Raymond James provide the resources of an industry renowned company, while maintaining the attentive and compassionate service of a local, small business.
Having both grown up in families in the financial industry and the drive to turn a hobby into a career, our advisors, Matt Gunter and Francesca Gervascio-Franzen’s, passion for the industry make them an ideal team to assist clients in reaching their goals and providing ongoing guidance to navigate their financial journeys. Amongst their credentials, Matt and Francesca are both Certified Financial Planners™. In 2020, they released their first book as co-authors, Lifestyle Metamorphosis: Enhance Your Financial Fitness in 40 Days; and in 2021, Matt was named to the 2021 edition of the Forbes list of America’s Top Next-Generation Wealth Advisors.
Stephanie Wilcken and Rachel Burgess round out our team to provide clients with a full-service experience. They are available to assist clients with their non-investment related inquiries and needs.
You are the center of our attention
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.