You have a legacy to design

We have the people and processes to help

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Welcome to Gateway Financial Advisors!

Whether you’re a business owner building an empire, a parent with a passion for donating to charitable causes, a sports star with a reputation to uphold, or a widow looking to provide a stable life for your kids, we are that partner you’ve been searching for.

Our approach is personalized for every person, every situation, and every opportunity we encounter. We do more than financial planning – we help our clients build a Quality Life Plan.

Start my Quality Life Plan

Quality Life Planning answers four universal questions:

  1. 1. What if I live?
  2. 2. What if I linger?
  3. 3. What if I leave?
  4. 4. What is my legacy?
Quality Life Planning book

By default or by design, we all leave a legacy. We’re here to help you take the “if” out of life and leave your legacy by design.

Our Services

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GFA Logo values

Gateway Financial Advisors, Inc. is a privately owned financial services company committed to providing industry-best service, a superior portfolio of products, and unmatched expertise.

We care about each and every relationship and use a personalized approach to focus on growing, conserving, and protecting your wealth. Our core values are:

Integrity, Passion, Influence and Purpose

The four sides of the Gateway Financial Advisors logo represent these four values.

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Our Leadership

Check the background of these investment professionals on FINRA's BrokerCheck.

Gateway Financial Advisors, Inc. was formed in January 2000. Prior to that we operated as Shane Westhoelter and Associates Insurance Agency, formed in 1988. Today we’re a national full-service financial marketing organization of high-level financial professionals interested in owning and operating their own business and office location.