Our Difference
At the Gervais Group, we specialize in customized financial planning and investing strategies for our clients. Whether your goals involve stewardship, philanthropy, or preparing the next generation, our focus is simple: you, your family, and the values that matter most. Our experienced and highly credentialed team works with high-net-worth individuals and families to align their investments with their unique personal situations and financial goals.
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Education, examination, and experience sets a CERTIFIED FINANCIAL PLANNER TM professional apart from other advisors.
The CFP ® certification reinforces your financial planner competency, through rigorous education and experience requirements– including ongoing continuing education coursework.
Chartered Financial Analyst (CFA)
Through its education, standard setting, and advocacy programs, the CFA Institute sets the benchmark by which to measure the knowledge, integrity, and professionalism of an investment advisor.
When you work with a CFA charterholder you gain confidence that your advisor has achieved one of the highest distinctions conferred upon a select group of rigorously trained professionals. Those who choose to manage private client portfolios bring those same institutional skills to individuals and families.
Certified Private Wealth Advisor® (CPWA®)
Certified Private Wealth Advisor® (CPWA®) is an advanced education and certification program for financial advisors who work with high-net-worth clients on the life-cycle of wealth: accumulation, preservation, and distribution.
By selecting a CPWA advisor, you’re working with someone who has committed themselves to attaining advanced wealth management knowledge and can guide you through the most complex issues, ethically and with only your best interests in mind.
Family Wealth Advisor
Generational Family wealth management is at the forefront of our intentional focused credential. We are able to provide exceptional, elevated service to you and your family.
We are connected to a host of integrated solutions and strategic partners designed to help you navigate once-in-a-lifetime transactions and protect what matters.
Team Accolades
Forbes Best-In-State Wealth Management Teams
Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.
- The Gervais Group - 2026, 2025
2026 Forbes Best-In-State Wealth Management Teams, Published 1/7/26, rankings based on data as of 3/31/25.
Forbes Top Women Wealth Advisors Best-In-State
The Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. The Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management.
- Lori Gervais - 2026, 2025, 2024, 2023, 2022
2026 FORBES America's Top Women Wealth Advisors Best-In State. Published 2/4/26, rankings based on data as of 6/30/25.
Forbes Best in State Wealth Advisor
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management.
- Lori Gervais - 2026, 2025, 2024, 2023, 2022, 2021, 2020, 2019 & 2018
2026 FORBES Best-In-State Wealth Advisor. Published 4/7/25, rankings based on data as of 6/30/25.
Forbes America’s Top Women Wealth Advisors
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management.
- Lori Gervais – 2021, 2020
2021 FORBES America’s Top Women Wealth. Published 3/24/21, rankings based on data as of 9/30/20.
Working Mother and SHOOK Research TOP WEALTH ADVISER MOMS
- Lori Gervais – 2021, 2020, 2019, 2018, 2017
2021 Working Mother and SHOOK Research. Published 10/12/21, rankings based on data as of 3/31/20.
Investment & Wealth InstituteTM (The Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals. CFP Board owns the marks CFP®, CERTIFIED FINANIAL PLANNER® and CFP® (with plaque design) in the U.S.