Monthly Archives: January 2017
Mid Atlantic Welcomes Gebhardt Financial Group
We are pleased to welcome Gebhardt Financial Group to the Mid Atlantic family. Gebhardt is a wealth management firm based out of Sugarcreek, Ohio. The rep group consists of Phil Gebhardt and junior advisor Brooks Numbers, both of whom are affiliated with Mid Atlantic Capital Corporation and Mid Atlantic Financial Management. Phil was formerly with LPL for 15 years as a financial advisor and an OSJ Branch Manager/Registered Principal.
Gebhardt will be managing its assets through Mid Atlantic via direct business, brokerage, and fee-based accounts. The firm will also be creating models through ModelxChange for its accounts, in addition to conducting general wealth management for individuals and overseeing qualified plans.