Gibson Wealth Advisors, LLC

Gibson Wealth Advisors, LLC is a fee-only registered investment adviser serving individual and high‑net‑worth clients, with about 187 households under management. The firm provides comprehensive financial planning and discretionary investment management and also advises on held‑away accounts, employer retirement plans, trust administration, tax preparation coordination, and estate planning using a third‑party technology provider.

The firm follows modern portfolio theory and evidence‑based investing, primarily implementing passive portfolios built with Vanguard exchange‑traded funds and mutual funds combined with active rebalancing and tax‑loss harvesting. Investment management is typically discretionary and the firm requires client custody at a recommended custodian, which it evaluates for qualitative services and execution.

Noteworthy for a firm of its size and advisor count (three advisors managing roughly $164.7 million), Gibson operates five offices, a configuration that is uncommon among peers in this category. The breadth of services offered—such as held‑away account oversight, Medicare consulting, and integrated coordination with outside tax and estate providers—further distinguishes its client service model.