About Gary B. Sieburg, CFP®

As an independent financial advisor, I continually seek to substantially improve the quality of my client's lives by creating unbiased, customized financial strategies, that will help build and protect my client's wealth. I am committed to helping individuals and families work towards their financial goals. 

I apply a very intuitive and consultative process to working with clients. I try to listen at least twice as much as I speak, so I can learn what YOUR goals and values are. Once your goals are established, we collaborate to design a plan of well coordinated financial strategies based entirely upon your investment objectives with a goal of optimizing your financial circumstances. Upon your approval and feedback, we implement the strategies to satisfy YOUR objectives.


  • Over 30 years of helping clients work towards their financial goals
  • Certified Financial Planner for over 20 years
  • Series 6, 7, 24, 63, 66 securities registrations through LPL Financial 
  • Registered Principal

What does experience mean? It means having an advisor who:

  • Offers seasoned judgment. He has been through all types of markets. 
  • Has the independence to offer products he thinks best. He is not beholden to a company with proprietary products, quotas, or investment banking relationships. 
  • Carefully considers your situation and many alternatives before making recommendations.
  • Is not afraid to say what needs to be said even if it means losing your business
  • Will refer you to others when he's not the most qualified.