Lower Fees


Model Portfolios

The Galleon Difference

At Galleon, you’re with a group of people who understand what it means to be part of something that is different than everything else in the financial services industry.

Whatever you’re saving for, we can help

Your goals align with our goals. Whether you’re saving for retirement, your family’s education, or a sense of financial security, you can be confident we’re on your side.


Change is constant. We plan for it with an integrated strategy that expects your needs and goals to change along with the markets, the economy, and regulatory policy.

Core Accounts

Whatever your goals, our Core accounts make it easy to invest, save, and stay the course.

  • 110+ accounts
  • Disciplined investment strategy
  • All asset classes, sectors, and industries

It Starts With a Conversation

Schedule some time with us to learn more about how we can help you achieve your goals and maintain your wealth.

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Or schedule an apppointment online