Skip to main content

Gibson Capital, LLC

Gibson Capital, LLC

  • Services 
    • Want to hire us?
  • Our Team
  • Legacy
  • Home
  • For Professionals
  • For Clients
  • Contact Us

It's all about you.

    You are here

  1. Home
  2. It's all about you.

It's all about you.

A Customized Client Experience

You want truly independent investment advice. We deliver truly independent investment advice.

When we commence our advisory relationship, we will undertake a fiduciary review to develop a full understanding of your needs and your current investment practices. Together, through our collaborative decision-making process and the use of interactive portfolio design tools, we will construct a customized portfolio that addresses your financial goals, investment objectives, and risk tolerance.

We do more than just design a portfolio. Our service includes the development of an Investment Policy Statement, implementation and ongoing management of your portfolio, and regular review and reporting.

As a partner in managing your financial life, we serve you in a variety of capacities, from employing tax-efficient strategies, to helping you with estate and retirement planning, to suggesting charitable gifting strategies. Tell us about your goals. Together, we'll come up with a plan.

 

We Have Your Back

You want an advisor you can trust. We think that you should have one.

We are fiduciaries, and when you become our client, we owe you our undivided loyalty to act in your best interests. We sign this Fiduciary Pledge and send it to all new clients so that there is no question about who comes first in this relationship.

We make the pledge because we believe in the principles listed in it. We also believe that any person offering investment or financial advice should be willing (at the very least) to sign the pledge. So if think that you've found an advisor and wonder if you can trust them, ask them to sign. If they refuse, you have your answer.

 

We're Really Into You

You want to know that your interests are taken care of and that you have your advisor's undivided attention. We maintain a low client-to-advisor ratio and take on only as many clients as we can serve to our standards. Our guiding principle is a simple one: The clients we do have are more important than the clients we might have. You will be part of a group of clients who enjoy highly personal, thorough, and attentive service.

Our clients consist of high net worth individuals, foundations, and retirement plans nationwide, presently located in twenty-nine states around the country. Charitable accounts and retirement plans represent more than 30% of the assets that we manage.

We are a small firm with a large footprint. We currently manage over $1.7 billion in assets for about 160 clients, with portfolios ranging in size from $2 million to over $100 million.

 

Want to talk to us?  We're probably closer than you think.

Hover over the dark green states below to see a list of some of the cities where we already have clients.  Don't see your city? No problem. We serve clients nationwide, and we're happy to travel to your hometown to meet with you. Where we work now:

Birmingham, Courtland, Decatur, Hoover, Mountain Brook, Vestavia Hills
Bullhead City, Paradise Valley
Belvedere, Carmichael, Cloverdale, Davis, El Cajon, La Jolla, La Mesa, La Verne, Los Angeles, Mill Valley, Novato, Ojai, Pasadena, Rancho Santa Fe, Redwood City, Ross, San Diego, San Francisco, Santa Rosa, Tiburon, Westlake Village
Highlands Ranch
Wilmington
Boca Raton, Bradenton, Jacksonville, Lake Wales, Marco Island, Naples, Santa Rosa Beach, Sarasota, Vero Beach
Atlanta
Honolulu
Hayden Lake, Sun Valley
Wilmette
Boston, North Andover, Westwood
Baltimore
Cape Elizabeth, Cumberland Center, West Bath
Clyde
Bozeman, Eureka, Missoula
Durham
Sparks
Brooklyn, New York, Pittsford, Rochester
Cincinnati, Hudson, Kent, Pepper Pike, Shaker Heights
Lake Oswego, Portland, Sisters, Tigard
Bridgeville, Cheswick, Conneaut Lake, Gibsonia, Glenshaw, Kittanning, Lower Burrell, Natrona Heights, Newtown Square, Philadelphia, Pittsburgh, Sewickley, Verona, Washington, Wexford
Barrington
Brentwood, Franklin, Hendersonville, Nashville
Bexar, Houston
Ivins, Park City
Charlottesville, Markham, Williamsburg
Colchester, Craftsbury, Morrisville, Shelburne, Stowe, Waterbury
Liberty Lake, Sammamish, Seattle, Spokane
Madison
TX HI RI AL TN NC VA MA ME VT NY PA OH MI WI IL FL CO AZ CA ID MT OR WA UT DE MD GA NV

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Gibson Capital, LLC

  •   Suite 2200 - 6600 Brooktree Court, Wexford, PA 15090
  •   724-934-3200
  •   724-934-3201

Legal, privacy, copyright and trademark information | Disclaimer

© 2019 Gibson Capital, LLC. All Rights Reserved.

© 2019 Gibson Capital, LLC. All rights reserved.

Website Design For Financial Services Professionals