A complete list of active advisors currently associated with Gibson Financial Solutions, Inc.
Warmer can help you find a great advisor at Gibson Financial Solutions, Inc. or one who fits your needs even better.
Gibson Financial Solutions, Inc. is a fee-only financial planning and investment advisory firm that serves individuals and high‑net‑worth families, providing personalized financial planning, investment management, and limited consulting to clients, trusts, estates, charitable organizations, pension and profit‑sharing plans, and small businesses; the firm reports approximately 153 client families and about $133.7 million in assets under management. Services range from short‑scope hourly consulting and financial plans to ongoing discretionary portfolio management held at a qualified custodian. The firm emphasizes a planning‑first process, typically completing a financial planning engagement and documented Investment Policy Statement before moving clients to ongoing advisory relationships; most managed assets are discretionary and trades are executed through an established custodian under limited trading authority. Investment approach centers on strategic asset allocation implemented with a core‑satellite mix of primarily no‑load mutual funds and ETFs, with selective use of individual fixed‑income securities and periodic portfolio reviews to maintain alignment with client goals. Noteworthy for a firm of its size, Gibson offers educational seminars and workshops on topics such as tax updates, college planning, cash‑flow and introductory investing and will provide group presentations or employer‑sponsored talks upon request. The firm operates on a fee‑only basis, does not accept commissions or third‑party compensation, and maintains internal compliance and personal‑trading policies consistent with its stated fiduciary standards.
To learn more about the advisors currently working at Gibson Financial Solutions, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Ellsworth, ME
| 17
|
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