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Podcast: Registered Investment Advisor Podcast
Episode: Building a Multifamily Office: An Approach for All-Inclusive Financial Services
Description: Allen Gibson founded Gibson Wealth Advisors LLC in 2016 after dedicating 25 years to Ameriprise Financial. His firm is a Registered Investment Advisory that focuses on providing fee-only comprehensive financial planning. Aimed at giving clients a family office experience, Gibson Wealth Advisors strives to maximize value for those who prefer to delegate their financial responsibilities to savor their most valuable asset—time. The firm works in collaboration with external experts in healthcare, insurance, tax, and estate planning, ensuring that these essential services are integrated and executed efficiently under one roof. They offer flexible relationship options for clients, including hourly rates, flat fe...