At Geubtner Advisors & Associates we believe in complete financial management, to help you to get your whole financial house in order and guide you towards accomplishing your financial goals.

Patrick started Geubtner Advisors & Associates based on two core concepts:

Clients should have as wide range of investment options to meet their retirement goals. This is accomplished through his independent broker/dealer, and access to more than proprietary products and services.

Strategic partnerships are the cornerstone to a successful practice, in support of client needs. Over the years, he has built alliances with business professionals in the region, to provide quality information, services, and products to help his clients reach their goals.

“I see financial services and retirement planning much more broadly. By offering a comprehensive network of professionals that can guide you in every area of your life from risk management to wealth management, from retirement planning to legacy building, we help you plan your financial future. To do this I only use products, services, and professionals I genuinely believe in. That means if I would not use them for myself, I will not use them for you.”