A complete list of active advisors currently associated with Gargas Investments LLC

Warmer can help you find a great advisor at Gargas Investments LLC or one who fits your needs even better.

The firm provides ongoing discretionary and non‑discretionary portfolio management, financial planning, and retirement plan consulting to individuals, families, and businesses. It serves a small client base (37 clients) and manages roughly $8.84 million in client assets, with engagements tailored to each client’s needs and documented in a written agreement. Its investment approach is grounded in modern portfolio theory and seeks global diversification using primarily mutual funds and exchange‑traded funds, supplemented when appropriate by fundamental analysis, market trend and economic cycle analysis. The firm evaluates and documents client risk tolerance, accepts both discretionary and non‑discretionary authority, and may use strategies that include margin, options, and short‑term trading—each of which can increase risk. A noteworthy feature is the principal’s concurrent insurance business: the firm’s brochure discloses that clients may be offered insurance products through an affiliated insurance practice and that such placements generate customary commissions, creating a potential conflict of interest. The firm is a recently established, single‑adviser practice with prior industry experience and oversight credentials, and as of December 31, 2025 it reported managing all assets on a discretionary basis.

To learn more about the advisors currently working at Gargas Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.