C.S. Lewis
Anthony Paul Gorman,
CFP®
Financial Advisor
CFP®
Anthony Gorman guides clients along their financial journey by helping them first understand the basics of budgeting and planning so they can design a financial plan that builds wealth and helps ensure they do not outlive their money.
Before joining Beyond Wealth Advisors, Anthony served as a financial advisor for seven years at Waddell & Reed. He has also been a Dave Ramsey SmartVestor Pro for the past 10 years.
Anthony and his wife have four grown children and cherish time spent with their grandchildren. Outside of family, he enjoys Jiu Jitsu, fishing, and training and rescuing dogs.
SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, Raymond James Financial Services Advisors, Inc. (“RJFSA”) and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor’s Pros geographic region. Ramsey Solutions is not a current client of Raymond James, and therefore this is an endorsement under the Advisers Act. RJFSA and its affiliates (collectively, “Raymond James”) do not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of Raymond James. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of Raymond James, except in connection with providing your contact information to your advisor.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
