A complete list of active advisors currently associated with Gibson Monroe Wealth Advisors

Warmer can help you find a great advisor at Gibson Monroe Wealth Advisors or one who fits your needs even better.

Gibson Monroe Wealth Advisors provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans. The firm offers discretionary portfolio management, financial planning and retirement‑plan advisory (including ERISA 3(21) services), and may implement strategies using mutual funds, ETFs, individual securities, annuities, REITs and third‑party managers or platforms. Operating as a fiduciary, the firm builds customized, primarily long‑term portfolios guided by fundamental analysis and a focus on low‑cost diversified funds, while making shorter‑term trades as needed for rebalancing or client objectives. Accounts are monitored on a continuous basis with periodic reporting and oversight of any independent managers or held‑away accounts the client authorizes the firm to access. A distinctive feature is the firm’s affiliation with an insurance business: the firm’s principal is a licensed insurance professional who sells insurance products for separate commissions, which creates a potential conflict of interest between advisory recommendations and insurance sales. The firm also offers estate‑document facilitation and tax planning/preparation services through third‑party providers and participates on an institutional custody platform that provides technology and other economic benefits—features that stand out for a small, supported practice managing roughly $10 million for a modest client base.

To learn more about the advisors currently working at Gibson Monroe Wealth Advisors, 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.