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 office will be closed on Monday, February 18 in honor of Presidents' Day. We will respond to your calls and emails on Tuesday, February 19.

Q4 2018 Economic Update

GEBA in the News

"Meeting Your Income Needs During a Shutdown" by Greg Klingler, Director of GEBA Wealth Management in FedSmith.

Listen to a recording of the January 9 "Your Turn with Mike Causey" with GEBA's Director of Wealth Management, Greg Klingler. Shutdown Assignment: Taking care of number one.

GEBA Podcasts

mic_120X120 Listen to Michael Lehr, Attorney at Law with Holden & Campbell, discusses the importance of estate planning in Episode 7: Estate Planning.

Insurance Specialist Position

Responsibilities for this position includes creating and maintaining relationships with GEBA's members while focusing on their insurance and fixed income investment needs. Click here for full job description.

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