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is Unique.

Let us Guide you on the Journey to Your Ideal Retirement.

Begin Your Journey With Us

Whether your retirement is imminent, has already occurred, or is still many years away, you will continue to experience opportunities and challenges that require knowledgeable, experienced financial guidance.

We understand there is no one-size-fits-all approach to retirement. Each retirement is unique. At Gussick & Barnett Financial Planning, Retirement Income Planning is our primary focus. We will guide you through thoughtful conversations about your critical retirement and life decisions, to ultimately help put you on the path to pursue and live your ideal retirement.

Retirement can be complex – we will help create a clear, concise plan specific to your unique journey.

We Are a Full-Service Firm

Retirement Income Planning

We will guide you through thoughtful conversations about your critical retirement and life decisions.

Wealth Management
and Investments

Our mission is to manage your wealth prudently so you can be free to enjoy life.

Risk Management

We will help you identify, evaluate, and mitigate risks from unexpected life events such as death, disability, or illness.

Estate and Tax Planning

Estate and tax planning are not only for the ultra-high-net-worth. Every financial plan should employ strategies for tax efficiency and orderly estate transfer.

Sustainable Investing

If desired, we will align your values with investments that help generate positive social and environmental change, while still allowing you to do well financially.

Learn More About Our Services


Fiduciary Advice

Gussick & Barnett Financial Planning provides financial and retirement planning advice as a FIDUCIARY*, always putting our clients' best-interest ahead of our own. 

Learn More About Your Team

Check the background of financial professionals associated with this site on FINRA's BrokerCheck.

*In Advisory Relationships

Our Clients

We are a South Jersey-based wealth planning firm, serving a diverse mix of affluent and high-net-worth individuals and families in the Philadelphia Metropolitan Area and throughout the country. We work with clients from all walks of life, and have a special passion for providing guidance to those who are too often underserved by our industry, including surviving spouses and LGBTQ+ singles and couples.

Learn More About Who We Serve

A Refined Perspective

on Retirement

It's only natural to feel apprehensive, overwhelmed, or unsure about what your retirement might look like, and if you're on the right path. As Chinese philosopher Lao Tzu wisely said, “The journey of a thousand miles begins with one step.” Let us help you take that first step with confidence, as we guide you on the journey to your ideal retirement

Learn More About Our Process