A complete list of active advisors currently associated with Gevers Wealth Management

Warmer can help you find a great advisor at Gevers Wealth Management or one who fits your needs even better.

Gevers Wealth Management provides discretionary wealth management and separate financial consulting services to business owners, trusts, estates, charitable organizations, corporations, associations and certain broker‑dealer customers. Its Wealth Management program includes portfolio construction, ongoing monitoring and rebalancing across a broad set of securities, while Financial Consulting is available on an hourly or flat‑fee basis and does not grant trading authority. The firm’s investment process blends quantitative and qualitative analysis, using modern portfolio theory and occasional charting to construct portfolios, and it may recommend third‑party independent managers through program relationships. Portfolios can include stocks, bonds, mutual funds, ETFs, REITs and options, and accounts are reviewed regularly with trading and custody typically routed through a recommended custodian. Operating as a recently registered independent RIA with three advisors managing roughly $224 million in discretionary assets, the firm’s client mix is atypical for peers in its category: it does not include retail individual (non‑HNW) or high‑net‑worth individual segments and instead places emphasis on entities and brokerage customers. Gevers also has formal agreements to provide advisory services to broker‑dealer customers (with related compensation arrangements), reports certain custody practices tied to standing transfer authorities, and fields an advisory team with advanced professional credentials.

To learn more about the advisors currently working at Gevers Wealth Management, 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.