Business Details
37 Years
experience
Your Trusted Partner for Customized Wealth Management Solutions
At Gibson Capital, we have dedicated ourselves to delivering customized wealth management solutions since 1989. Our firm operates as fiduciaries, ensuring every recommendation aligns with your best interests through a collaborative decision-making process. We specialize in crafting personalized investment strategies that integrate tax-efficient planning, estate management, and retirement guidance tailored to high-net-worth individuals and families. With over three decades of experience, we maintain a low client-to-advisor ratio to provide attentive service, currently managing $2.5 billion in assets for 200 clients nationwide. Our approach emphasizes long-term relationships, combining deep industry expertise with cutting-edge technology to safeguard your financial legacy.We serve clients across 36 states, offering in-person meetings to ensure personalized attention regardless of location. Our team holds advanced certifications including CFA, CFP, and AIF, demonstrating our commitment to professional excellence. We prioritize transparency, signing a written Fiduciary Pledge with every new client to formalize our accountability. From multi-generational families to business owners, we address complex financial needs while maintaining strict confidentiality. Our focus remains unwavering: delivering objective advice that stands the test of time.
Services
Investment Management
Financial Planning
Estate Planning
Tax-Efficient Strategies
Retirement Planning
Charitable Gifting
Multi-Generational Planning
Business Owner Services
Wealth Preservation
Portfolio Customization
Details
- Year established: 1989
Highlights and features
- We have over 35 years of experience in customized wealth management.
- We operate as fiduciaries with a written Fiduciary Pledge for accountability.
- Our low client-to-advisor ratio ensures personalized, attentive service.
- We serve clients nationwide with in-person meeting capabilities.
- Our team holds advanced certifications including CFA, CFP, and AIF.
Services
Investment Management
We develop customized investment strategies through collaborative decision-making, focusing on broad diversification and risk management. Our approach integrates ESG criteria when desired, leveraging advanced financial tools to align portfolios with individual goals. With $2.5 billion under management, we provide institutional-quality solutions tailored to each client's unique risk tolerance and financial objectives.
Financial Planning
Our comprehensive financial planning addresses tax strategies, cash flow management, insurance evaluation, and benefits optimization. We coordinate with your existing advisors to create integrated solutions that address both immediate needs and long-term objectives. This holistic approach ensures all aspects of your financial life work together cohesively to achieve your goals.
Estate Planning
We collaborate with legal and tax professionals to design estate plans that ensure financial security for future generations. Our services include trust management, charitable giving strategies, and succession planning for business owners. We help clients navigate complex wealth transfer issues while maintaining confidentiality between family members when requested.
Retirement Planning
We create personalized retirement strategies for new retirees and those approaching retirement, focusing on income sustainability and tax efficiency. Our approach addresses healthcare costs, Social Security optimization, and portfolio withdrawal strategies. We also help young executives and business owners build wealth accumulation plans tailored to their specific timelines and goals.
Multi-Generational Planning
We specialize in transitioning family wealth across generations while respecting individual preferences. Our services include educating heirs about trust structures, implementing customized investment approaches for each generation, and facilitating family financial discussions. We maintain strict confidentiality boundaries between generations while ensuring continuity in wealth management practices.
People
Roger C. Gibson
Founding Partner
CFA charterholder with 35 years of experience in wealth management, establishing Gibson Capital's fiduciary framework and long-term strategic vision for client service.
Christine T. DeMao
Chief Operating Officer
AIF designee overseeing daily operations and client service standards, bringing SHRM-CP expertise to ensure efficient delivery of personalized financial solutions.
Christopher J. Sidoni
Chief Investment Officer
CFA and CFP professional managing investment strategies, combining portfolio management expertise with comprehensive financial planning insights to optimize client outcomes.
Chad E. Hileman
Director of Investment Research
CFA and CFP specialist conducting in-depth market analysis to support evidence-based investment decisions aligned with individual client objectives and risk profiles.
Daniel G. Berczik
Chief Compliance Officer
AIF professional ensuring regulatory adherence while maintaining the firm's commitment to fiduciary standards and ethical financial advisory practices.
Questions
What services does Gibson Capital offer?
We provide investment management, financial planning, estate planning, tax-efficient strategies, and retirement planning tailored to high-net-worth individuals and families.
Are you fiduciaries?
Yes, we operate as fiduciaries and sign a written Fiduciary Pledge with every client to formalize our commitment to act in your best interest.
What is your minimum investment requirement?
We work with clients who have $3 million or more in investable assets to ensure we can provide the personalized service our model requires.
How do you approach multi-generational wealth planning?
We create customized strategies for each generation, maintaining confidentiality between family members while coordinating with tax and legal advisors to preserve wealth across generations.
Where are your clients located?
We serve clients nationwide across approximately 36 states, with the ability to meet in person wherever you're located.
What certifications do your advisors hold?
Our team includes professionals with CFA, CFP, AIF, SHRM-CP, and CPA certifications, ensuring deep expertise across financial disciplines.
