NFP Advisor Services Takes on N.C. Advisory

The firm’s managing partners, Joseph (Joe) Vartanian and R. Sherwood Greer, have 19 and 31 years of experience in financial services, respectively.

Vartanian cited NFP Advisor Services’ technology and tools, as well as its commitment to the retirement industry, as critical to his decision to select the firm as a partner. The advisory’s long-term vision includes expanding their retirement plan focus, he said.

“NFP Advisor Services’ expansive suite of adviser-focused services, especially in the technology space, will help Gate City Advisors be more efficient and effective in serving our clients. As we look at our long-term vision, we want to expand our retirement plan focus and NFP Advisor Services will support that growth,” he explained.

“We continue to see great opportunity in the retirement plan space, and Gate City’s emphasis on the 401(k) business complements our focus,” said James Poer, president of NFP Advisor Services.

Gate City Advisors offers financial planning, investment consulting and retirement plan services. NFP Advisor Services provides technology, service and asset management platforms to financial advisers.