A complete list of active advisors currently associated with Gibson Capital, LLC

Warmer can help you find a great advisor at Gibson Capital, LLC or one who fits your needs even better.

Gibson Capital, LLC provides investment advisory services to high net worth individuals, foundations, and retirement plans nationwide. The firm is fee-only and open-architecture, delivering ongoing investment management, financial planning-related modeling, and coordination with other client advisors while documenting strategies in formal Investment Policy Statements. Gibson follows a strategic asset allocation philosophy that emphasizes broad diversification across asset classes and implements portfolios mainly through mutual funds and exchange-traded funds rather than individual securities or model portfolios. The firm involves clients in the decision-making process, conducts monthly account reviews (with annual IPS reviews), and tailors reporting frequency and content to individual client needs. Gibson’s profile is atypical for its peer group: it manages roughly $3.0 billion for about 222 clients while operating with a relatively small advisory team of six, and it has transitioned ownership to a group of Next Generation owners with no single person owning 25% or more. The firm also maintains several formal constraints that reduce conflicts of interest—no proprietary products, no soft-dollar arrangements, no wrap programs, and a stated policy of not taking custody—along with a stated minimum AUM requirement for new relationships (with selective exceptions).

To learn more about the advisors currently working at Gibson Capital, 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.