Gebhart & Associates, Inc. usually works with one of four types of clients.

• First would be the affluent high net worth Individuals, generally retired, or at least very close to it, who have worked hard to accumulate significant wealth and want to protect it.


• Second, would be successful professionals, including doctors, corporate executives, judges and attorneys.


• Third would be the small business owner. We help them both individually and also with their corporate needs, retirement plans and 401ks.


• And fourth, a growing segment, and a very rewarding part of our business, are women investors, including both widows and divorcees.

So as you can see our clients tend to come from a wide variety of backgrounds, but they have a few things in common. They are successful, they are very much entrepreneurial and they have accumulated a fair amount of wealth that they want to take care of.