|
About us
Guided by Legacy. Driven by Vision. Focused on You.
Our commitment goes beyond financial advising — it’s a legacy of service, trust, and deep-rooted values shaped by life’s most meaningful experiences.
|
A Guide Who Sees Beyond the Numbers
Meet Steve Gibson, CAS
As an Investment Advisor Representative (IAR), Steve works solely on behalf of his clients in a Fiduciary capacity, which obligates him to act in the best interests of his clients. His dedication to his clients is not just a professional obligation, but a deep personal commitment rooted in his own life experiences.​
With over 14 years of experience in the financial industry, holding a bachelor's degree in Business Finance, an insurance license, Series 65 license, as well as having the designation of a Certified Annuity Specialist®, Steve has the credentials and expertise to guide you on your financial journey. But more than that, he brings genuine compassion and understanding to every client relationship.
Steve makes sure his clients find the right financial solutions to fit their unique goals and needs, no matter what stage of life they are in. Whether you are a Gen Zer or millennial with dreams of building a secure future, a Gen Xer balancing the demands of work and family while preparing for retirement, or a baby boomer seeking to enjoy your golden years without financial worries, Steve will create a personalized plan tailored to your specific aspirations and circumstances. He understands that behind every financial decision, there is a real person with hopes, fears, and responsibilities.
In his personal life, Steve cherishes the time he spends with his beautiful wife, Olivia, and their precious daughter, London. The love and joy that London has brought into their lives has deepened Steve's appreciation for the things that truly matter - family, health, and the ability to provide for those we hold dear. Together, they enjoy traveling, hiking, and exploring new culinary experiences, always mindful of the blessings they share.
As a devoted husband and father, Steve intimately understands the responsibilities and challenges of being a provider. He knows the sacrifices you make for your loved ones and the trust you place in him when you entrust him with your financial well-being. That is why he approaches every client with the same level of care, empathy, and dedication that he brings to his own family.

When you work with Steve, you are not just gaining a financial advisor, but a true partner who will walk alongside you on your journey, celebrating your triumphs and supporting you through life's challenges. His commitment to your success is unwavering, and his guidance is always grounded in a deep understanding of what truly matters to you.
“Behind every financial decision is a real person with hopes, fears, and responsibilities. My mission is to honor those stories while building a secure future.”
- Steve Gibson
Bob Gibson - Founder
MS, CFP, CFS, CNHP, TCP, CAS, CSA, CES
A Legacy Built on Protection
& Purpose
The History of Gibson Capital
Gibson Capital’s story began with Bob Gibson, a visionary financial planner whose career spanned over 40 years. Bob traveled the country, partnering with the best money managers to help protect clients from major market downturns, including the 1987 crash, the tech bubble of 2000, the Great Recession of 2008, and the COVID crash of 2020. His investment mantra was simple but profound: “Defense is more important than offense.”
Bob’s dedication laid the foundation for Gibson Capital’s philosophy of capital preservation, thoughtful growth, and client-first service. After Bob’s passing in November 2021, Steve took the helm, rebranding the firm while honoring its founding values. Today, Gibson Capital continues to thrive, blending time-tested strategies with modern innovation.
Seeing Beyond What’s Visible
Our Logo: The Eye of Horus
The Eye of Horus holds deep symbolic meaning for Gibson Capital. After Bob’s passing, Steve found himself drawn to this ancient Egyptian symbol, representing healing, protection, and clarity of vision.
According to mythology, Horus sacrificed his left eye in battle, and it was later restored with divine help. He then offered it to his deceased father, symbolizing healing and eternal life. To Steve, this represents his father’s enduring legacy and the ability to see beyond what’s immediately visible — a principle at the heart of Gibson Capital’s mission.
The Eye of Horus reminds us that insight goes deeper than numbers. It’s about understanding, adapting, and protecting what matters most — guiding our clients with wisdom that goes beyond the obvious.
Meet the Team
|
Our Process
Your Financial Path, Mapped with Precision
At Gibson Capital, our approach blends time-tested investment principles with innovative, forward-looking strategies. Our process ensures that every financial journey is thoughtfully planned and expertly guided:
01
Discover
We begin by learning about your goals, values, and current financial situation to build a clear picture of where you are and where you want to go.
02
Design
We craft a personalized strategy designed to align with your unique financial aspirations while balancing growth, protection, income, and legacy goals.
03
Implement
With the plan in place, we put it into action, using time-tested strategies and innovative tools to ensure everything is aligned with your goals.
04
Protect & Adapt
Life changes, and so do your needs. We’re here to adjust your plan along the way, protecting what matters and seizing new opportunities to help you stay on track.
Who We Serve
Your Goals, Our Mission
Builders & Wealth Creators
We work with Gen Z and Millennials ready to build their financial futures, helping them navigate savings, investments, and long-term planning. Whether you’re starting your career or saving for life’s milestones, we create clear strategies tailored to your ambitions. Our proactive, tech-driven approach ensures you stay ahead in a constantly evolving financial world.
Families & Legacy Builders
Life can be complex, especially when balancing careers, raising families, and planning for the future. We help Gen X families create multigenerational wealth strategies that secure their loved ones’ futures. From legacy planning to tax-efficient inheritance solutions, we make sure your family’s story continues with financial security and peace of mind.
Retirees & Lifelong Planners
We partner with Baby Boomers and retirees who want to enjoy their golden years without the stress of outliving their savings. Our customized retirement income plans ensure steady cash flow and asset protection throughout retirement’s many phases. With thoughtful risk management and ongoing adjustments, we help you focus on what matters most — living fully and confidently.
