Graham, Bordelon, Golson & Gilbert, Inc.

About Graham, Bordelon, Golson & Gilbert, Inc.

<p>Founded in 1985, Graham, Bordelon, Golson &amp; Gilbert, Inc. is a registered investment advisor based in Monroe in Northeast Louisiana. The firm works with clients across the Monroe–West Monroe area and beyond.</p> <p>Its work centers on portfolio management and long-term planning for entrepreneurs, executives, peak-career professionals, pre-retirees, retirees, and high-net-worth individuals. Services include retirement planning and estate strategies, with an emphasis on aligning investment choices to each client’s goals and time horizon.</p> <p>For retirement plans, the firm offers 3(21) fiduciary services, supporting plan sponsors with investment guidance while the sponsor retains final decision-making authority. As of 2026, the firm reports $0.4B in assets under management.</p> <p>What sets the practice apart is its mix of wealth management and 3(21) retirement plan support under one advisory team, which can simplify coordination between personal planning and employer plan needs.</p> <ul> <li>Registered investment advisor headquartered in Monroe, Louisiana</li> <li>Founded in 1985</li> <li>3(21) fiduciary support for plan sponsors</li> <li>Portfolio management, retirement planning, and estate strategies</li> <li>$0.4B AUM (2026)</li> </ul>

Website: https://www.gbggwealth.com/

Founded: 1985