Gebhardt Group, Inc.

was created for the sole purpose of having impact on others. Our team is obsessed with challenging conventional thinking, doing the right thing, and helping people. Decades of real-life experience have led us to develop unique beliefs about family, work, money and having fun, that are completely counter to our Wall Street upbringing and our mainstream culture. is on a crusade to help people streng

then their relationship with money, live on purpose, and realize an abundance of true wealth. We do this by helping people navigate major life transitions (e.g. retirement, sale of a business, death of a loved one, divorce, IPO, sale of an asset, sudden job loss, sudden wealth accumulation). Our clients are individuals, business owners and multi-generational families with very busy lives and financial assets between $1 million - $25 million.

**We are a Schwab Advisor Network ( ) Partner Firm in Northern CA

Our firm is headquartered 20 miles east of San Francisco in Lafayette, CA. We also have a Sacramento area office in Roseville, CA. Jim Gebhardt and Matthew Grishman are Investment Advisor Representatives offering investment advisory services through Gebhardt Group, Inc, a Registered Investment Advisor.