GASBER FINANCIAL ADVISORS, INC

Overview

Gasber Financial Advisors, Inc. is an independent registered investment adviser formed in 2011 that serves individuals, families and select institutional clients. The firm offers fee-based financial planning and portfolio management for individuals and small businesses, supplemented by pension consulting. Its fee arrangements include percentage-of-assets, hourly and fixed-fee engagements, allowing flexibility for both ongoing asset management relationships and project-based planning work. Gasber Financial Advisors does not position itself as a capital allocator and does not identify as an active ESG investor. The firm favors pooled public vehicles as the primary investment wrapper for client portfolios while maintaining the ability to incorporate private and illiquid third‑party strategies when appropriate. Custody and trade execution are handled predominantly through a major custodian relationship, which supports a model built around mutual funds and separately managed accounts for personalized portfolio construction. Gasber Financial Advisors received recognition as a Top RIA Firms pick from FA Magazine in 2020.

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Public Holdings

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Location & Offices