Gibson Monroe Wealth Advisors

Overview

Gibson Monroe Wealth Advisors is an independent, domestic limited liability RIA that serves individual and family clients. The firm functions as a capital allocator and offers fee-based financial planning and portfolio management alongside pension consulting and selection of other advisers. Fee arrangements include both percentage-of-AUM and fixed-fee structures. The firm is not positioned as an active ESG investor and is not multi-state registered. It lists an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices