Mainsail Financial Group Expands Reach with Acquisition of John L. Gunn & Associates, LLC in Portland, OR
FOR IMMEDIATE RELEASE: 01/03/2024
Mainsail Financial Group Expands Reach with Acquisition of John L. Gunn & Associates, LLC to Portland, OR
Bellevue, Washington – Mainsail Financial Group, an independent financial advisory firm based in Bellevue, announced today its strategic acquisition of John L. Gunn & Associates, LLC, solidifying its position as a quickly growing player in the financial services industry within the Pacific Northwest.
This acquisition represents a significant milestone for Mainsail Financial Group as it continues its commitment to delivering unparalleled financial expertise and client-centric services. Commenting on the acquisition, Brandon Steele CFP®, ChFC®, co-founder and CEO of Mainsail Financial Group stated, "We are thrilled to welcome clients of John L. Gunn & Associates into the Mainsail Financial Group family. This acquisition aligns with our strategic vision and will allow us the ability to further empower our community and deliver exception value to our clients. We look forward to having the opportunity to serve even more families in the Pacific Northwest region as we expand our services into the Portland-metro area."
Mainsail Financial Group continues to offer an extended range of financial planning, investment management, retirement planning, and wealth preservation services. Clients of John L. Gunn & Associates will benefit from access to a broader suite of resources, innovative financial strategies, and personalized solutions tailored to their unique financial goals. Commenting on this transition, John Gunn stated, “Throughout [the succession] process there was one firm that stood out to us at each step in our process, Mainsail Financial Group. They are a highly skilled, straightforward, and compassionate advisory team. The team at Mainsail, and the assets they manage, is about four times larger than our firm. They have more depth of expertise and will be able to provide even more comprehensive service to [my clients].”
Mainsail Financial Group remains dedicated to upholding the highest standards of integrity, client satisfaction, and fiduciary care. The integration process will prioritize a seamless transition to ensure minimal disruption to the existing clients of Mainsail Financial Group, with a continued focus on delivering exceptional service and support from the advisory team.
For more information about Mainsail Financial Group’s acquisition of John L. Gunn & Associates, LLC, please contact Jenn Haskins at info@mainsailfg.com.
About Mainsail Financial Group
Mainsail Financial Group is an independent, fee-only financial advisory firm headquartered in Bellevue, Washington. With a commitment to providing comprehensive financial solutions to retirement-age individuals and families, the firm offers expert guidance to provide long-term security, tax efficient strategies, wealth management, and legacy planning.
About John L. Gunn & Associates
John L. Gunn & Associates, LLC is a Portland area Registered Investment Advisory firm, bringing a wide breadth of business experience to serve the financial and investment needs of high-net-worth individuals, foundations, and pension plans on a fee-only basis. Previously, John worked with the “big-four” accounting firm Deloitte and before that held directing roles in the healthcare industry. John has been recognized as a Five Star Wealth Manager in Portland Monthly Magazine and as one of the elite wealth managers in Oregon.
Contact Information
Jenn Haskins
Marketing Director
Mainsail Financial Group
425-502-7693
info@mainsailfg.com
www.mainsailfg.com
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