Providing comprehensive wealth management and financial expertise to individuals, families and business owners enabling them to pursue their personal financial goals and realize their dreams.  Nations Advisors is an independent wealth management and investment advisory firm headquartered in Dallas, Texas (Far North Dallas and close to Addison and Plano).  

Our work is to help simplify our clients' financial lives and organize their personal financial planning.  We work closely with our clients using a consultative process to help them manage and preserve their wealth, and pursue their most important financial goals with cost-efficiency and reliability.

Fiduciary Standard

The fiduciary standard of care requires that a financial adviser act solely in the client’s best interest when offering personalized financial advice.

Our Philosophy and Mission

  • You will work with a highly experienced CERTIFIED FINANCIAL PLANNER(TM) professional.
  • We believe in the fiduciary standard of care using well founded professional advice.
  • Our level of commitment to our clients is top notch. 
  • Our mission is to help you design and implement a personal wealth strategy that allows focus on leading a purposeful, fulfilling life, while potentially reducing risks that could adversely affect your financial goals.

Overview

Greg Gulick, CFP®

LPL Financial Registered Principal 

Greg Gulick is a CERTIFIED FINANCIAL PLANNER(TM) professional.  Greg brings 19 years of professional wealth management experience managing financial assets for individuals, multi-generational families, trusts, retirement plans and managed portfolios.  

Greg has strong portfolio management skills which serve clients who are looking for an advisor that will actively manage their assets while personalizing investment strategies including retirement income, planning, and wealth accumulation needs. 

Greg graduated from Saint Edward’s University in Austin, Texas with a Bachelor of Business Administration degree in Accounting. He also has completed the Financial Planning Certificate program at Texas A&M University at Commerce. Greg also completed the Retirement Plan Fundamentals Certificate program from the American Society of Pension Professionals.

Managing a lifetime of earnings and personal resources requires careful, meticulous planning. Greg has been helping individuals, families and business owners develop financial, retirement and investment plans and strategies for over nineteen years. Being licensed in both securities and insurance industries, Greg can provide a complete approach to the financial planning process.

Greg provides collaborative, independent, professional, and creative solutions for individuals, families and business owners their investment management and financial planning needs to clients living in Texas, California, Colorado, Minnesota, New Mexico, Nevada, Tennessee, Utah, Kansas, North Carolina and Pennsylvania.  Greg lives in Dallas, Texas (far north Dallas near Plano), raising three children with his wife and volunteering at church.