Gasber Financial Advisors, Inc

Gasber Financial Advisors provides personalized financial planning and investment management to individuals, families, small businesses, trusts, estates, charitable organizations, and qualified retirement plans. The firm serves a mix of business owners, professionals, corporate executives, inheritors, and retirees and offers standalone planning engagements as well as ongoing wealth management and plan-level services.

Gasber’s investment approach emphasizes evidence-based, strategic asset allocation implemented primarily with index funds and ETFs, documented in written Investment Policy Statements and overseen through discretionary management with quarterly review and rebalancing. The firm conducts regular performance reporting and reassesses client risk tolerances on a three‑year cycle.

Noteworthy features include a fee-only practice that uses flexible planning engagement models (hourly, project, and retainer) and a wealth‑management offering that combines asset-based investment management with a recurring planning retainer. Founded in 1995 and operating with a two-advisor team managing roughly $177.7 million, the firm also advises on a broader set of investment vehicles (including hedge funds, venture opportunities, private REITs, and derivatives) and provides qualified-plan services such as benchmarking and employee education, services that are less common among similarly sized teams.