your Federal Benefits Expert and you

We all have financial goals
and dreams. Your GEBA personal
financial advisor has the expertise and
experience to get you there.

Your federal benefits expert and you!

GEBA Wealth Management Advantages

GEBA Wealth Management has over 35 years of experience helping GEBA members with their retirement planning and investment needs.  Our investment services reflect our dedication to:

  • Financial Planning  – we don’t just offer financial products, we also create the roadmap to make reaching your goals simpler.
  • Professional Excellence – our licensed Financial Advisors are uniquely qualified to work with federal employees. Each Advisor has received rigorous training in investments, Financial Planning, and federal employee benefit programs.
  • Industry-leading Investment Advisory options – our managed portfolios, for example, can help you simplify your life and take the worry out of managing your investments.

Rate Corner

Ask us about our great fixed annuity rates:

Fixed Annuities:
5-Year Guaranteed Rate:
Min. $20K: 2.65%

Stable Value Fund: 2.13%
(past 30 days)

Rates as of 2/5/2021

Coverage Options You Need - Benefits Savings You'll Enjoy Along the Way

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GEBA WEALTH Management News

Welcome USAA members:

Learn more about GEBA Wealth Management Services here >


GEBA in the News

  • 11 Basic Money Moves Everyone Should Make During Hard Times
    GEBA's Director of Wealth Management, Greg Klingler was featured in and GOBankingRates article on money moves people should make during the pandemic.
  • 3 ways federal financial needs are unique
    Greg Klingler, GEBA's Director of Wealth Management, was featured in Federal Times on the value of federal benefits hinges on understanding them and making the most of them within your overall financial plan.
  • Retirement: Deciding on term or permanent life insurance in retirement
    GEBA's Director of Wealth Management, Greg Klingler, outlines the two main categories of life insurance — term and permanent in a recent Kiplinger's Money Power article.