Who we work with
Families and individuals in need of professional guidance
Since 1966, the Gilliland Group has worked with successful individuals and families who want to grow their wealth and retire comfortably. We recognize each family is unique, and finding solutions that fit each situation requires thoughtful expertise and trust. This approach has resulted in family relationships extending to the third and fourth generations.
Professionals and business owners
We work with business owners and executives as well as professionals in the legal and health care industries. Being accessible and attentive to the specific needs of clients with busy careers is a hallmark of our service model. Individuals and their families have personal finance needs as well as a requirement to build a longer-term strategy beyond their high-earning years. We work with you to build a plan for all career stages and retirement. We also work with small businesses to create and manage employee retirement and succession plans. We have advised companies from small startups to midsize corporations.
Trade associations and nonprofits
With deep roots in trade associations, their structure and their members, we work with Iowa's largest trade groups to manage their endowments and cash reserves. Leading manufacturers and construction contractors rely on our team to safely protect their resources and help them grow. Coupled with the experience of managing endowments for some of Iowa's largest nonprofit organizations, we provide strategic advice for asset allocation and fiscal discipline required of corporate advisors.
