GEBA Wealth Management Advantages

GEBA Wealth Management is a new name in financial services with 35 years of experience helping GEBA members with their retirement planning and investment needs. This new name and website for our investment services reflect our dedication to:

Financial Planning – more than just offering financial products, we also create the roadmap to make reaching your goals simpler.
Professional Excellence – our licensed Financial Advisors are uniquely qualified to work with federal employees. Each Advisor has received rigorous training in investments, Financial Planning, and federal employee benefit programs.
Industry-leading Investment Advisory options – our new managed portfolios, for example, can help you simplify your life and take the worry out of managing your investments.

Read on to learn more about our new focus and capabilities!

GEBA Wealth Management office will be closed at 1:30 PM Friday, May 24 and Monday, May 27 for Memorial Day. We will respond to your calls and emails on Tuesday, May 28.

GEBA in the News

"Securing Your Family Financial Future" Maryland Public Television, Your Money and Business
Greg Klinger, CFP®, Director of GEBA Wealth Management, was interviewed by Jeff Salkin. Greg discussed the costs of raising children and the financial considerations in securing your family's financial security.

"9 Money Lessons from Mom that Financial Experts Swear By" by OppU
Kateri Turner, CFP®, Financial Advisor, shared tips on how to encourage healthy financial behavior and teaching children the value of saving and limiting debt.

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GEBA Podcasts

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“It’s Your Future: the GEBA Podcast” Episode 9: Voluntary Contribution Account

Chris Fagiolo, ChFEBC^SM, Financial Advisor with GEBA Wealth Management, explains what the Voluntary Contribution Plan is and how CSRS federal employees can leverage this for their retirement.

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