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Who We Are - Sailboat

Who We Are

Let Us Help You Navigate Your Financial Course

Gasaway Investment Advisors has been serving our community for over 30 years. Our mission is to provide personalized service, quality investments, and the confidence to navigate your financial course. No matter where you are at on your financial journey, we are here to help.

One-Stop-Shop

Our team has the experience and knowledge in helping individuals and small businesses all under one roof. Whether you are interested in planning your personal retirement goals or establishing a 401(k) for your business, we will work with you to chart your course to financial freedom.

One-Stop-Shop

Knowledge and Experience

Our team is has ability to help clients with their retirement plan and wealth management needs.

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Jim is one of the founders, and now the president, of Gasaway Investment Advisors. Having grown up in the financial planning business, as well as graduating with a BA in Accounting from Calvin University, Jim has also added numerous designations to his name. All of this allows him to provide experience, skill, and knowledge to better serve our clients while he leads all aspects of the company’s operations, with an emphasis on long-term goals and growth. Jim guides businesses by customizing, monitoring, and administering their plans, while also leading investment meetings. 

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Caitlin Borton is the Vice President of Gasaway Investment Advisors. With over 16 years of experience in the financial industry, she is responsible for directing, guiding, and evaluating the work of the advisors and the operations team. Additionally, she contributes to strategic business development, assists with the company’s operating performance and achieving its financial goals. Her RICP® designation advances her knowledge of retirement plans, all for the benefit of our clients.

Fee Only

Registered Investment Advisors

We are Registered Investment Advisors. As Registered Investment Advisors we are held to a Fiduciary Standard rather than a Suitability Standard, and pride ourselves in doing so.

 

What is the difference?

  • Fiduciary Standard:  While acting as a fiduciary, we must act solely in our client’s best interest. We must set aside all other influences and do what is best for YOU. This will minimize any conflicts of interest and allows us to truly choose products and investments that are best for our clients.

  • The “other” Standard (Suitability Standard): Brokers who choose to follow this standard are not held to the same level of commitment to their clients as Fiduciaries. Brokers are able to process transactions that are suitable for the client, but may not necessarily be in the client’s best interest.     

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