Katie Kimball Dyer, Financial Advisor

Katie Kimball Dyer, Financial Advisor

Katie Kimball Dyer | Financial Advisor | Gateway Financial Partners

About Katie Kimball Dyer

Katie Kimball Dyer is an independent financial advisor with Gateway Financial Partners, helping individuals, families, and business owners create thoughtful financial plans that reflect both their goals and their values. With over a decade of experience in financial services, Katie brings a relationship-driven approach to planning — one that recognizes money decisions are shaped by identity, life transitions, and the future each client wants to build. Furthermore, as a proud member of the LGBTQ+ community, Katie brings personal understanding to every client relationship.

Our Experience

Katie’s work is grounded in the belief that financial planning should address both the strategic and emotional sides of money. Her approach integrates traditional financial best practices with the psychological concept of the Wise Mind — helping clients align their fiscal goals with their emotional well-being. Additionally, as an independent advisor, Katie is not tied to proprietary products, allowing her to focus entirely on what is best for each individual client.

Core Offerings

• Comprehensive financial planning
• Investment planning and portfolio guidance
• Retirement planning and income strategy
• Financial planning for business owners
• Life transition planning
• Ongoing financial guidance and advisory relationships
• Financial education through The Heart of Finance podcast
• Free financial workshops for LGBTQ+ youth through NAGLY

Comprehensive Financial Planning

Katie works with clients to organize goals, assets, income, and long-term priorities into a coordinated strategy. Planning begins with a conversation — understanding each client’s full picture before building a clear, actionable plan. Moreover, regular check-ins and plan adjustments ensure the strategy evolves as life changes.

Investment & Retirement Planning

Katie helps clients develop investment strategies aligned with their goals, timeline, and risk tolerance. Whether planning for retirement, managing a portfolio, or evaluating savings strategies, clients gain a structured and thoughtful approach to long-term financial independence. Consequently, clients move forward with greater clarity and confidence.

Katie Kimball Dyer Life Transition Planning

Major life events — career changes, marriage, divorce, inheritance, or starting a business — can create real financial complexity. Katie helps clients navigate these moments with clear decision-making support and a steady, trusted partner by their side. In addition, her experience working with blended families, couples, and LGBTQ+ clients means she understands the nuanced financial dynamics these transitions often involve.

The Heart of Finance Podcast

The Heart of Finance is a podcast hosted by Katie exploring the human side of financial decision-making. Created to make financial conversations more approachable for women, LGBTQ+ individuals, and business owners, each episode pairs financial strategy with honest conversation about money, relationships, and real life. Meanwhile, the accompanying blog and free downloadable resources extend that education beyond the podcast itself.

Who Katie Kimball Dyer Works With

Katie’s practice is built around clients who want financial guidance that reflects their real lives:

• Women building wealth and planning for the future
• Members of the LGBTQ+ community seeking affirming financial guidance
• Business owners, including women-owned and LGBTQ+-owned businesses
• Couples navigating blended family or partnership dynamics
• Clients who value open dialogue, thoughtful planning, and long-term relationships

What Makes Katie Kimball Dyer Special

Katie brings a rare combination of professional expertise and genuine personal investment to every client relationship. Her independence from proprietary products, her deep commitment to LGBTQ+ and women’s financial empowerment, and her belief that money is always personal set her apart. Additionally, her volunteer work at NAGLY — offering free financial workshops to LGBTQ+ youth — reflects a commitment to financial education that extends well beyond her practice.

Contact Katie Kimball Dyer

Based In: Lynn, MA
Phone: 781.258.5171
Email: kkimball@mygfpartner.com
Website: mygfpartner.com/katie-kimball-dyer-financial-advisor
Podcast: heartoffinance.com

Money decisions are never just numbers — Katie Kimball Dyer is the financial advisor who takes the time to understand the full picture of your financial life.