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

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

Gibson Wealth Advisors serves individual and high-net-worth clients, typically people at or nearing retirement who want to delegate most of their financial matters. The firm provides comprehensive financial planning and discretionary investment management, and also offers held-away account monitoring, retirement plan services for employers, Medicare consulting, estate-planning documentation via a third‑party provider, and coordinated tax-preparation assistance. The firm’s investment approach follows Modern Portfolio Theory and evidence-based investing, primarily using Vanguard index mutual funds and ETFs in passively constructed portfolios with active rebalancing and periodic tax‑loss harvesting. Portfolios are managed on a discretionary basis and Gibson recommends clients establish custody through Charles Schwab’s institutional platform for execution and reporting. Distinctive features include operating from five offices despite a four-advisor team and managing roughly $186 million in client assets, as well as serving both individual retirement-focused clients and employer plans (acting as an ERISA 3(38) investment manager). The firm is fee‑only, does not accept commissions, and integrates supplemental services such as Medicare consulting, estate-document technology (Estate Guru), and advising on held‑away accounts that remain at other institutions.

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