Graham, Bordelon, Golson & Gilbert, Inc.

The firm provides investment supervisory management, financial planning, and business consulting primarily to high‑net‑worth individuals and their trusts, estates and retirement accounts, and also works with corporations, pension and profit‑sharing plans and charitable organizations. It delivers these services either by managing accounts directly or through a third‑party wealth management platform, and also offers tax, employee‑benefits, insurance and budgeting advice as part of its planning engagements.

Portfolios are constructed using an asset‑allocation process that relies on a risk‑tolerance questionnaire, efficient‑frontier tools, fund profiling and portfolio optimization, with allocations that may include stocks, bonds, options, ETFs and mutual funds. The firm reports use of fundamental and cyclical analysis, ongoing monitoring with at least quarterly reviews, and provides both wrap‑fee and non‑wrap program options under discretionary and non‑discretionary arrangements.

Distinctive features include the firm’s personnel holding other professional licenses—licensed attorneys and certified public accountants among its principals—and advisory representatives who are also registered representatives of a broker‑dealer, arrangements the brochure identifies as potential conflicts of interest. The firm is also a sponsor of a wrap‑fee advisory program through its platform relationship and disclosed an SEC administrative settlement in 2020 related to mutual fund share‑class selection and 12b‑1 fee disclosures.