Gary A. Borowiec, CLU, ChFC, RFC, LUTCF, CLTC, NSSA
A trusted financial advisor to affluent individuals, families, and business owners nationwide, Gary’s reputation has been built on his knowledge of tax laws and alternative investment strategies that mitigate risk. A respected voice in the industry, he has contributed to Financial Advisor Magazine and Private Wealth Magazine, and he was recently highlighted in The Wall Street Journal. Gary specializes in investment tax planning, wealth transfer, and Social Security claiming strategies for successful executives and business owners.
Working closely with a trusted team of professional advisors—including accountants, attorneys, estate planners, and more—Gary creates customized wealth management plans designed to leverage assets, mitigate taxes, and preserve wealth. His clients rely on his expertise in estate planning and wealth transfer issues to help effectively manage estate liabilities and preserve family wealth for generations.
Gary is one of the five founding partners of Atlas Advisory Group, LLC. The firm is a Member Firm of M Financial Group, one of the nation’s premier financial services design and distribution companies serving the affluent and corporate markets. He is a member of the National Association of Insurance and Financial Advisors (NAIFA), the International Association of Registered Financial Consultants (IARFC), the Financial Planning Association (FPA), and the Association for Advanced Life Underwriting (AALU). He is also trained as an Ed Slott Elite IRA Advisor, and he has qualified as a member of the Million Dollar Round Table’s Court of the Table and Top of the Table for the past decade. His professional designations include:
- Certified Life Underwriter (CLU) - National Social Security Advisor (NSSA)
- Chartered Financial Consultant (ChFC) - Certified Long Term Care (CLTC)
- Registered Financial Consultant (RFC) - Life Underwriter Training Council Fellow (LUTCF)
Raised in Pequannock, New Jersey, he now lives in Denville, New Jersey with his wife and two children. Dedicated to helping build strong community through service and outreach, he is the immediate past President of Denville’s youth football program and immediate past chairperson for the Denville Township Recreation Committee.
*Qualifications based on business generated