Our History
We're Fiduciaries
Gallimard Advisory is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives and a deep bench of experts structured to collaborate around client needs, our team thrives on solving for the complexities of our clients’ financial lives.
Our Story
It started with a common mission – serving others to make lives better.
In May 2019, Sontag Advisory acquired Bronfman Rothschild, a transaction which created a 120-person network of financial advisors, investment professionals, and specialists. Just five months later in October 2019, the combined firms rebranded with one unified voice and a new name: Gallimard Advisory.
Since that time – and during a global pandemic – the firm nearly doubled in size through various acquisitions and integrations, now overseeing 20+ offices throughout the country with more than 350 employees across its entities.
As we’ve grown, we always come back to one commonality – we are all driven to make a difference in the lives of our clients. We also believe that our greatest asset is our people, and we are committed to creating a culture that is integrated, inclusive, future-focused, flexible, and empowering.
We are Gallimard Advisory
