Creating individualized financial plans since 2006

Longtide Financial Partners was established to help individuals, families and a range of companies find their financial footing. We’re ready to start planning your financial future.

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Our team

Chad Gutner CFP, AIF

With over two decades of experience, Chad oversees the firm, which specializes in wealth management services for individuals and families. Additionally, the firm has extensive expertise in advising corporate and non-profit retirement plans for organizations across the country.

Chad Gutner

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Managing Partner

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Sarah M. Newell CFP

Sarah is a key member of our advisory team, helping clients accomplish their financial objectives through in-depth financial planning and investment advice. She works with both wealth management and 401(k) clients.

Sarah M. Newell

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Kevin A. Cotton CFP

As a member or our advisory team, Kevin works with clients on all aspects of wealth management and financial planning and assists them to ensure they are well positioned toward their short and long term financial goals. He works with both personal wealth management and corporate retirement plan clients.

Kevin A. Cotton

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Stephanie Gallegos Retirement Plan Advisor

Stephanie has over 21 years of experience providing service and advice to 401K clients. She supports all aspects of retirement plan practice and is integral to the service and advisory support we provide our retirement plan clients.

Stephanie Gallegos

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Retirement Plan Advisor

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Maria Brandao Office Manager

As our firm’s office manager, Maria assists with day to day client service matters, scheduling, and bringing efficiency to our firm’s day to day work. Maria’s has 20 years of experience working as an administrative lead and program management at large organizations including Citizens Bank, and roles in the legal field at M.I.T and Nixon Peabody, LLC.

Maria Brandao

Office Manager

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Nicholas Follett Director of Research

Nick joined Longtide as the director of research. He collaborates with the advisors and clients to create portfolios that match both the market environment as well as the investment objective.

Nicholas Follett

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Director of Research

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Tiffany Owen Director of Client Services

Tiffany is our director of client services and oversees all operational aspects of the business. She serves as the main point of contact for incoming clients, aiding them every step of the way to create a seamless experience for new clients. For existing clients, she ensures all needs are met and provides ongoing support.

Tiffany Owen

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Director of Client Services

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Team Office

Our company at a glance

  • $750m+ in assets under guidance
  • 50+ years of combined industry experience
  • Independent fiduciaries
  • Designations and affiliations include CFP, MBA, AIF, National Association of Plan Advisors
  • Awards: Financial Times 401 Top Retirement Advisors, National Association of Plan Advisors top advisors under 40
  • Committed to being carbon neutral in 2022
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Understand the difference in our approach

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Improve your financial well-being and find the 401k retirement benefits plan that suits you.

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