This October, we are celebrating our firm’s 35th anniversary. As we acknowledge this milestone, we are grateful for the lasting relationships that we have developed with our clients and their families across multiple generations. It has been our pleasure to guide our clients along the path toward financial wellbeing and to help them realize their dreams and aspirations.

Reflecting on our journey, we’re honored to have played a part in the shaping of our profession  as early advocates for the fiduciary standard. Our founder, Roger C. Gibson, set the tone with his groundbreaking book, Asset Allocation: Balancing Financial Risk. As the first book of its kind written on the subject, it has made a lasting impact on wealth management practices, influencing how many advisors and firms approach their advisory practices today. Our dedication to our founding principles remains steadfast, and we look forward to continuing to build upon our legacy as thought leaders on the topics of investment portfolio design, asset allocation,  and investor psychology.

As we celebrate this milestone, we are optimistic about the future. Our team and partners are poised to continue our mission, helping to ensure our clients’ success and leave a lasting mark for years to come. We extend our heartfelt thanks to our clients for their trust, to our dedicated team for their unwavering commitment to delivering exceptional service, and to our community of client professionals who have supported us throughout this incredible journey. 

Together, we’ve built something extraordinary.  Thank you!