Wealth Management
GEBA Wealth Management was established to help members grow their assets to prepare for a comfortable retirement and all of life’s big events. Our Financial Advisors are not paid on commission, they are fully focused on recommending the best solutions for you and your family. You can see our full Investment Philosophy here.
As a GEBA Wealth Management client, there is no cost for the analysis, planning and strategy our experienced Financial Advisors provide. The fees associated with our Managed Portfolios are based on a client’s assets under management.
Choose GEBA and join almost 17,000 satisfied members of the intelligence community, broader federal workforce, the military, and their family members. Membership in GEBA is free as long as you maintain coverage.
Financial Planning
Managed Portfolios
If you seek professional expertise in managing your investment portfolios, we offer a range of portfolios through our Investment Advisory Services. Managed Portfolios are model portfolios of investments that work together to help meet a specific objective at a targeted level of risk.
Morningstar Managed PortfoliosSM
GEBA Wealth Management Advisor-Directed Managed Portfolios
Investment Products
Tax-Advantaged Savings Plans
- 529 College Savings Plans
- Individual Retirement Accounts (IRAs)
- Non-Qualified Annuities
Individual Investment Products
- Mutual Funds
- Exchange Traded Funds (ETFs)
- Real Estate Investment Trusts (REITs)
- GEBA Stable Value Fund
- Variable Annuities
Financial planning services provided by the organization
your peers have trusted for 65 years.
*Source: Morningstar® Investment Services LLC, “Investing for You.”
GEBA is a nonprofit employee benefit association created by NSA employees in 1957. Our goal is to offer high quality insurance products at great prices that has our members’ best interests in mind. GEBA has been serving federal employees for over 60 years, and you can count on us to be there for you and your family.
GEBA membership is available to ALL civilian federal employees and retirees, including the military. Membership in GEBA is free and continues as long as you maintain a plan with GEBA.
