Why us - Gallatin Financial

Independent. Transparent. Technology driven.

Helping Investors Achieve Better Outcomes

See your entire net worth anywhere anytime.

Securely link your bank accounts, credit cards, and investments to see everything in one place.

Invest Smarter with Direct Indexing

The key to unlocking personalized wealth growth

Direct indexing is the smarter path to tailored portfolios. Show your friends how you maximized your wealth IQ with these benefits:

Higher Returns

Direct indexing can generate higher returns compared to traditional investment strategies.
Tax Efficiency

By directly owning individual securities, we have more control over tax management strategies, like tax-loss harvesting.
Cost Savings

We cut out the excess, lower trading costs and eliminate management fees by bypassing traditional mutual funds and ETFs.
Customization

Enables investors to build personalized portfolios that align with their specific needs and values.
Automated Rebalancing

Our technology continuously monitors your portfolio and markets, identifying opportunities to buy or sell.

Wall Street is Not Your Friend

Companies that investors use everyday have spent over $500 million lobbying Congress to defeat a “Fiduciary Rule” that would have required them to disclose their fees, act as fiduciaries, and put their clients’ interests first (See: Inside Wall Street’s Secret War Against American Investors. Source: Money.com).

See How We Measure Up

Deceptive sales practices, undisclosed fees, hidden commissions are all too common aspects associated with most household names. Not knowing what your paying your advisor is like giving your credit card to your restaurant server without seeing the bill and having them fill out the receipt.

Gallatin

Wall Street

Transparent Pricing

Fiduciary Advisor

Your Financial Interest Comes First

You'll Always Know What You're Paying

No Bank Failures to Worry About

Account Security and Protection

Securing our clients’ money and information is our top priority.

Expanded FDIC Coverage

You have the ability to “sweep” uninvested cash into FDIC insured bank deposit accounts among multiple FDIC-insurance banks, effectively increasing your coverage well-beyond the normal $250,000 limit.

Excess SIPC Coverage

Our custodian has excess SIPC insurance, covering up to a firm aggregate of $150 million. SIPC protects against loss of cash and securities at a financially troubled firm. Note: this does not cover market losses. Normal SIPC coverage is $500,000.

PII Data Encryption

Personally Identifiable Information (PII) is extremely sensitive data and includes bank details, names, emails, phone and social security numbers, etc. PII encryption is a second line of defense on top of the AES 256 encryption we use.

Annual SOC 2 Type 2 Exam

Our custodian is annually examined by an independent auditor pursuant to AICPA standards. This means its systems and controls related to data security are operating effectively.

Regulated by the SEC & States

Gallatin Financial Advisors operates in a heavily regulated industry and is subject to the rules and regulations adopted and enforced by the SEC and the states where it is registered.