About Gleba & Associates



To keep our clients and staff healthy and safe during this COVID-19 outbreak, we will be short-staffing our office until further notice. Business will be running as usual, but many of our staff will be working from their home. If you call during regular business hours, please leave us a voicemail and we will get back to you as soon as possible – we do receive our voicemails on our email!

If you do need to come in for any reason, please call ahead of time so we can make sure someone is in the office to meet you.

We apologize for any inconvenience this may cause you, and thank you for your understanding. Stay healthy and safe!

Who are we?

Gleba & Associates is an independent firm that treats you like family. Our Investment Advisor Representatives provide Financial Planning and Wealth Management Services. Our team offers a personal approach to financial planning by finding out what you want and developing a strategy to make it happen. We help small businesses with their retirement plans, and families become retirement ready.

Why do we do this?

When we educate business owners and inform them how they can use their business to save money, our goal is that this results in the employees now having a foundation for their own retirement and financial independence. We want people to become financially independent, and we understand that education is the key to making this happen.

Most people aren’t investing simply because they don’t know how, or assume they can’t afford it. This is a common viewpoint. If you don’t grow up with investing (as many of us didn’t) it can seem confusing, overwhelming, and unmanageable. Investing is not something to be afraid of. We are experts in educating people on the ins and outs of investing, and how they can get the most out of their money. It is only through education of how investing works that people start to see it as something they can handle, and use to their advantage.

Our goal is to get everybody we meet excited about investing and optimistic about their financial future. When we help business owners with their retirement, it in turn will help their employees save for themselves and their families, assuring everybody has financial success.

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What We Do

Our Team

Family Monthly Newsletter

March 2020

Overcoming Panic in Volatile Markets

As well all know from news headlines, global stock markets have now entered a bear market, having declined more than 20% from recent highs. As of Thursday, March 12, U.S. stocks had declined over 26% from their high point on February 19.

Business Quarterly Newsletter

January 2020

How to Create a Business Succession Plan

By Mark P. Cussen

For many small business owners, maintaining positive cash flow and a stable balance sheet can be an ongoing battle that consumes virtually all of their time. Even retirement often seems like a distant speck on the horizon, let alone plans to hand over the business.

Real Estate Quarterly Newsletter

March 2019

Winning the Bidding War in Today’s Housing Market. 

By Mike Cohen

In today’s housing market, an appropriately priced home in good condition will likely generate purchase offers from several potential buyers. How can you stand out from the crowd?