Gompert Financial

Overview

Gompert Financial is a small, sole-proprietor wealth advisory practice focused on serving individual and family clients and small businesses. The firm combines portfolio management with insurance brokerage services and charges fees as a percentage of assets under management. Investment activity centers on publicly traded equities and pooled products rather than private or niche strategies. The adviser does not position itself as an ESG investor and operates from a single-state footprint, keeping strategy and client engagement relatively straightforward and direct. The firm’s allocation approach favors liquid, exchange-listed instruments, which supports simple implementation, tax-aware trading and periodic rebalancing for a modest number of clients. Given the practice size and client base, investment decisions are likely driven by income and capital preservation needs of individuals and families, with mutual funds and exchange-traded securities used to express broad market exposures and tactical tilts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices