About Matthews Financial & Insurance Solutions

Gibson Monroe Wealth Advisors is an independent Registered Investment Adviser serving professionals, retirees, and families who want coordinated guidance around retirement, taxes, investments, insurance, and estate planning.

Our firm specializes in tax-smart retirement planning and helps clients make informed decisions involving retirement income, Roth conversions, Social Security, Medicare, investment strategy, beneficiary planning, and legacy goals. We primarily work with individuals and families approaching retirement or already in retirement, including public employees, business owners, and professionals navigating major financial transitions.

We are a growing, planning-focused firm that combines personalized advice with modern technology and a high level of client service. Our team values accuracy, responsiveness, professionalism, continuous improvement, and doing what is in the client’s best interest.

As the firm grows, we are building strong systems and a collaborative support team so the lead advisor can remain focused on client relationships, strategic advice, and business development. We are looking for team members who take ownership of their work, communicate clearly, pay close attention to detail, and want to contribute to the long-term growth of a client-centered advisory firm.