We build personal relationships for life

Our Story

At Gasber Financial Advisors, Inc. we believe in a new approach to financial advice, an approach based not on product sales and conflicted advice but on a fiduciary model which places the interests of the client first.

Founded in 1995 as a Fee-Only personal financial planning firm our mission has been clear from the outset -assisting our clients in the creation of a life that excites them, nurtures those they love and fulfills their highest aspirations.

By creating and implementing a prudently crafted financial strategy, we enable our clients to devote more time and attention to what truly matters in life, secure in the knowledge that the important financial details are being addressed.

With over fifty years of combined experience we offer a wealth of expertise and unprecedented levels of personalized service. If you are considering a relationship with an objective fee-only advisor, we encourage you to invest a few moments getting to know our team, our approach and our commitment to your financial health.

Our Team

Gerald E. Gasber
CEO/Founder, Chief Investment Officer
Karen A. Miller
Director of Financial Planning Services
Lisa M. Parker
Client Service Specialist

Why Us

At Gasber Financial Advisors, Inc. our mission is to assist our clients in the creation of a life that excites them, nurtures those they love and fulfills their highest aspirations. By implementing a prudently crafted, personal financial plan, we enable our client to devote more time and attention to what truly matters in life, secure in the knowledge that the important financial details are being addressed.

Our Core Values

  • INTEGRITY

    Integrity is defined by our commitment to always place our client's interests first. We accomplish this by:
    • Conducting our business in an honest and trustworthy manner
    • Continuously seeking to avoid or minimize conflicts of interest
    • Maintaining complete confidentiality regarding our client's personal and business matters

  • STEWARDSHIP

    We recognize our responsibility to act with prudence and vision, ever mindful of the effects of our actions on our client's future. We exercise prudent stewardship by:
    • Evaluating our client's circumstances carefully and thoroughly before making recommendations
    • Providing reliable, informed advice
    • Bringing to bear the expertise of other professional advisors (accounting, legal, etc.) where appropriate
    • Never forgetting that while risk cannot be eliminated, it can be prudently managed

  • EXPERTISE

    Because expertise is a critical determinant of success, we continually assess our ability to appropriately and effectively address the needs of our clients. We maintain our expertise by:
    • Recognizing that professional education must be viewed as a lifetime commitment
    • Hiring the best and the brightest, training them well and equipping them with the most advanced tools and technology
    • Understanding that the ability to innovate and adapt is critical to success in a rapidly changing world

  • SERVICE

    Our clients expect and deserve exceptional service. We will meet this expectation by:
    • Striving to understand what is important to them both personally and financially so that we may anticipate their needs
    • Exceeding their expectations by emphasizing excellence in all that we do
    • Caring about our clients, their families and their futures as much as we do our own

  • VALUE

    Our clients should expect to receive more for their money from us than they can get anywhere else. We will deliver exceptional value by:
    • Basing our recommendations on an understanding of the clients' total financial picture
    • Developing and implementing strategies that seek to maximize the creation and preservation of intergenerational wealth
    • Providing our client's with superior advice and service at a fair price

Our Clients

Our firm is known for serving a diverse group of clients throughout their entire lifecycle.

  • GROWTH PHASE

    Accumulation of Assets
    • Professionals
    • Business Owners
    • Employees
    • Families & Individuals

  • TRANSITION PHASE

    Reorganization of Assets
    • Liquidity Event
    • Home Purchase
    • College Funding
    • Career Change

  • MATURITY PHASE

    Distribution of Assets
    • Worry-free Retirement
    • Legacy for Children
    • Gifting to Charity

If you would like to learn more about the possible benefits of working with Gasber Financial Advisors, Inc. we offer a complimentary, no obligation get acquainted meeting that will allow you to get to know us better and ultimately make an informed decision.

Our Fiduciary Oath

We are members of the National Association of Personal Financial Advisors, (NAPFA), which requires all NAPFA-Registered Financial Advisors to take the Fiduciary Oath.

All of our advisors shall exercise their best efforts to act in good faith and in the best interests of the client.

Our advisors shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement, of any conflicts of interest, which will or reasonably may compromise the impartiality or independence of the advisor.

Our advisors, or any party in which our advisors have a financial interest, do not receive any compensation or other remuneration that is contingent on any client's purchase or sale of a financial product.

Our advisors do not receive a fee or other compensation from another party based on the referral of a client or the client's business.

Our Fiduciary Oath means we will:

  • Always act in good faith and with candor.
  • Be proactive in disclosing any conflicts of interest that may impact a client.
  • Not accept any referral fees or compensation contingent upon the purchase or sale of a financial product.

Connect

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

Connect

Securities accounts may be custodied through Charles Schwab & Co., Inc. Member FINRA/SIPC.
To Check Firm or Individual Backgrounds please go to www.adviserinfo.sec.gov.
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