About Gleba & Associates

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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

July 2019

Money Tips for Newlyweds

In a recent study, 35% of married couples described money issues as their primary source of stress. While there are many potential causes of such financial stress, in some cases the root may begin with habits formed early in the marriage.

Fortunately, couples may be able to head off many of the problems money can cause in a marriage.

Business Quarterly Newsletter

July 2019

The Biggest Hurdle Between You and a Successful 401(k) Plan

What is the biggest obstacle in the way of your employee’s financial and retirement goals? In a word: Debt.

According to a Wall Street Journal survey, 70% of Americans are living paycheck to paycheck, with the U.S. Census reporting 24% of take-home pay is wasted on nonmortgage debt.

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?