Who We Are

The firm provides Fee-Only financial planning services and investment advice. Because no third-party compensation is received, all potential conflicts of interest regarding compensation are removed. Gibbs Financial Planning does not receive commissions from the sale of investments, insurance or other financial products. This unique structure allows for the recommendation of cost-effective investments and other financial products that can save clients money. “Wouldn’t you rather put more of your money to work for you? With the right advice and properly selected investments, you can do just that,” Mark says.
 
Mark’s practice works much like a doctor’s or attorney’s practice. Clients call or visit when they have a need, and only pay for the actual time spent evaluating their financial situation, providing specific recommendations, and/or assisting them with implementation. One-time or periodic consultations are provided at reasonable hourly rates.

An Experienced Professional

Mark’s experience and education have prepared him well for personal financial planning. He has over 13 years experience as a Controller for Flowers Foods & Mrs. Smith’s Bakeries, Inc. An MBA degree with a concentration in Finance and a Masters Certificate in Personal Financial Planning, both from Georgia State University, round out his qualifications.
He holds the CPA designation, a special credential awarded to accountants who have demonstrated a high level of expertise in the accounting field. Because he holds a Masters Certificate in Personal Financial Planning and is a CPA, he was qualified and passed the CFP® examination. Now that he has passed the rigorous 2-day tests and proved that he has met the specific experience requirements, Mark will be authorized to use the CFP® marks of distinction (conferred by the CFP® Board of Standards).
 
As a husband and busy father of two boys and a girl, he’s been budgeting, saving and investing for years. He knows the challenges of funding college educations, saving for retirement, managing investments, selecting the right insurance, and developing estate plans.  In addition to his activities at home, Mark is an active member of his church.
 
Professional Memberships
 
Gibbs Financial Planning is a member of the following organizations:
  • The National Association of Personal Financial Advisors (NAPFA), the largest organization of Fee-Only financial advisors in the US
  • The Garrett Planning Network, Inc., the nation’s premier network of hourly, as-needed financial advisors; members are dedicated to providing independent, objective financial advice to people from all walks of life
  • The Financial Planning Association (FPA), the largest organization of professionals dedicated to championing the financial planning process
  • The Georgia Society of CPAs, the premier professional organization for CPAs in the state of Georgia
  • The Gwinnett County Chamber of Commerce
                    
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