Gasber Financial Advisors, Inc

Gasber Financial Advisors, Inc. is an SEC-registered investment adviser founded in 1995, offering fee-only financial planning and investment management services. The firm provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Clients grant limited power of attorney to Gasber Financial Advisors for investment decisions within established parameters. The firm does not act as a custodian of client assets, ensuring clients maintain asset control. Gasber Financial Advisors offers comprehensive financial planning services covering areas such as risk management, tax planning, retirement planning, and estate planning. Investment management services include determining investment goals, asset allocation, and selection of securities or fund managers. The firm primarily recommends no-load mutual funds or Exchange Traded Funds. Clients pay investment management fees based on a tiered schedule according to the portfolio's value. The firm employs fundamental analysis and long-term investment strategies, focusing on strategic asset allocation and globally diversified portfolios. Gasber Financial Advisors does not engage in performance-based fees or side-by-side management. The firm does not have a history of legal or disciplinary events and does not participate in soft dollar programs. Clients receive quarterly performance reports and account reviews. Gasber Financial Advisors does not vote on client securities and does not have custody of client assets. The firm has a Business Continuity Plan and an Information Security Program in place to safeguard client information.