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In our latest Intelligence Report, The 15 Best Markets for Financial Advisors, Barron's Advisor identifies the metro areas offering the most opportunities for advisors who are thinking about relocating a practice.

Join Matthew Barthel, Executive Editor, Barron’s Group for The 15 Best Markets for Financial Advisors, where he and Frank Marzano, managing principal of GM Advisory Group, take a deep dive into the findings from our latest Barron's Advisor Intelligence Report and discuss his experience migrating part of his $5.6 billion firm's business to Florida from New York.

NOTE: This Intelligence Report and Webinar series is a subscriber-only benefit. If you are not a subscriber, please join Barron's Advisor to access our exclusive research and findings. If you are a current subscriber, you will receive a separate confirmation email with a link to the webinar.
Tue, Jul 12, 2022 · 3:00 PM Eastern Time (US & Canada) (GMT -4:00)
Matthew Barthel
Executive Editor, Dow Jones Wealth and Asset Management
Matt is Executive Editor in the Dow Jones Wealth and Asset Management group, overseeing the industry-leading financial advisor rankings at Barron’s magazine. A financial journalist for over 30 years, Matt started his career at American Banker, covering consumer payment systems and financial technology. Matt also has worked at Registered Rep. magazine and the digital marketing firm Digitas. Matt joined Barron's in 2007. Matt has a B.A. in English from the University of Notre Dame, and he is utterly humorless on the subject of his alma mater's football team.
Frank Marzano
Founder, GMAG
Frank founded GMAG in the mid-1990s with a vision to create an integrated financial services organization specializing in serving the unique needs of high-net-worth individuals, corporate executives, and family-owned businesses.

As the firm’s managing principal, Frank works with clients to design financial planning and wealth management strategies that help them achieve their aspirations and objectives. His extensive
background in financial planning, accounting, and investing allows him to offer the type of comprehensive advice that best builds and preserves client assets.

Frank holds several important professional credentials. Frank is a CFP® practitioner, a Certified Public Accountant, CPA, and a CIMA® professional specializing in investment management consulting. Additionally, he holds academic degrees in taxation and accounting. He also belongs to numerous professional financial associations. Under Frank’s leadership, GMAG has been named as one of the nation’s top financial advisory firms, and he has been featured in publications such as Barron’s, Wealth Manager, Business Week, Money Magazine, Investment News, and Financial Advisor Magazine. GMAG has recently been recognized on Barron’s list of the country’s Top 100 Independent Financial Advisors.

Frank and his wife, Jennifer, and their five children are deeply involved in their community, focusing much of their effort on education. Frank and his family launched the Marzano Family Scholarship through the Adopt-a-Scholar Program of the Columbus Citizens Foundation. The Adopt-a-Scholar program has endowed a perpetual scholarship for a student attending Penn State University. Additionally, Frank supports notable professional athletes in conducting their charitable endeavors — establishing foundations, developing advisory boards, and activating key programs.

Frank also co-founded the Joanne Marzano Foundation in memory of his mother and established the Joanne Marzano Center for Gynecological Surgery, in Huntington Hospital, New York, to help further the care of women in his own community.