About Gillespie Financial Group, LLC

Our Mission

At Gillespie Financial Group, LLC, our mission is simple: to give our best effort to help clients reach their financial goals — to, through, and after retirement. We believe financial planning should be personal, clear, and built around your life — not a generic template.

Who We Are

Gillespie Financial Group, LLC is a family-operated financial advisory firm in De Pere, Wisconsin, serving individuals and families across the region. With over 50 years of combined experience, we offer hands-on retirement planning, investment guidance, and estate planning strategies grounded in real relationships and real results.

As independent fiduciary financial advisors, we are legally and ethically committed to acting in your best interest. That means no sales pressure — just honest, transparent guidance focused on your future.

We believe in:

Face-to-face financial reviews and personal connections
Same or next day call-back policy for timely service
No-cost retirement consultations and community workshops
Clear, actionable financial strategies for all life stages
Succession plan that ensures future long-term advisor support

We also coordinate with trusted tax professionals, estate attorneys, health insurance agents, and real estate advisors to deliver a truly comprehensive financial plan that aligns every part of your life.

Why Clients Choose Gillespie Financial Group, LLC

With over 50 years of experience, we act as independent fiduciaries focused on delivering personalized, honest guidance. Our team-based approach connects you with local experts in tax, law, healthcare, and real estate — because your life isn’t one-dimensional, and your financial plan shouldn’t be either.

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50+ years of combined experience

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Independent fiduciaries

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Face-to-face reviews & half-day returned calls

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Succession plan in place ensures long-term support

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Corporate workshops & seminars

Jerry Gillespie

Founder & Financial Advisor (CLTC, LUTCF)

St. Norbert College and San Diego State graduate
Former high school teacher and coach
Past President, Oneida Golf & Country Club
Director, Green Bay Botanical Garden
Known for his clear communication and passion for helping families plan with confidence

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