Wealth management

A trusted partner helping you
build and protect your wealth.

Whether you're a plan sponsor or an individual, we can provide professional investment advice for you.

AGH helps clients build and preserve wealth through a wide range of strategies for organizations and individuals. Affiliate AGH Wealth Management offers complementary resources – a team of professionals that helps organizations and individuals preserve and protect wealth, backed by a national investment firm with research and analytical tools and a full-time commitment to understanding the most current market environment, trends, strategies and tools.

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Services overview

Learn more about our wealth management services below:

Managing investment options as a retirement plan sponsor requires an in-depth understanding of fiduciary responsibility, competitive fees, and investment performance for thousands of options, along with the ability to match those options with the employer’s employee population.

Our services for retirement plan sponsors related to investment management include:
  • Accepting ERISA 3(21) and 3(38) fiduciary responsibility; the level of responsibility depends on scope of services
  • Group and one-on-one employee enrollment and education meetings, including participant-level investment advice
  • Independent, open-architecture investment advisory services to plan sponsors
  • Low-cost advisory fees – utilizing both active and passive strategies, mutual funds, ETFs and common collective trust funds with full fee transparency
  • Plan provider benchmarking and design optimization services
  • The ability to work with independent recordkeepers or bundle asset management with AGH recordkeeping
For individuals, keeping watch on investments in a way that aligns with personal goals and needs can be both time-consuming and stressful – especially if you lack the tools, time, knowledge or interest in doing so. Laying the foundation for a comfortable retirement requires an ongoing commitment of time and capital. Additionally, as an investor’s risk tolerance, time horizon, liquidity needs and objectives change over a lifetime, the investments portfolio should reflect those changes. Fortunately, your capital combined with AGH Wealth Management’s time, resources and guidance is a powerful partnership.

Services related to investment management include:
  • Active fee-based management
  • Certified Financial Planning™
  • Concentrated position planning
  • Non-traditional investing strategies
  • Overall financial analysis
  • Personalized strategic planning

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through AGH Wealth Advisors, a registered investment advisor. Allen, Gibbs & Houlik, L.C., AGH Wealth Advisors, and AGH Wealth Management are separate entities from LPL Financial.

Visit the AGH Wealth Management website

Meet the team

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Brad Bechtel

President
AGH Wealth Management

David Darby

Senior Vice President
AGH Wealth Management Services

Brian Gensch

Vice President
AGH Wealth Management

Clark Armor

LPL Financial Advisor
AGH Wealth Management Services