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Andrew Gibson, Financial Advisor serving the Bethesda, MD area - Ameriprise Advisors

Andrew Gibson

Financial Advisor
Whitlock Wealth Management
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • 301.263.8502
  • andrew.b.gibson@ampf.com
  • Request consultation
  • Refer me

Andrew Gibson

301.263.8502
andrew.b.gibson@ampf.com

My financial advisory services and costs

I work with you to determine the service and solutions that fit your financial needs and priorities.

Married couple discussing financial needs and priorities

Through financial advice, investments and solution recommendations, as well as progress meetings and smart technology, we can help you achieve your financial goals and adjust to whatever life brings.

I'm here to help you feel more confident, connected and in control of your financial life.

Financial advice

Analysis of progress toward goals or ongoing advice with support and recommendations to help meet goals.

Document your most important financial goals and track your progress online.
I’ll align your risk tolerance and asset allocation to support your financial goals.

Create a plan to pursue your goals through comprehensive financial advice.
I’ll design a plan and provide recommendations to help you reach your unique goals. Planning option(s) below available for an additional cost, based on your needs.

  • Comprehensive financial advice. Can include cash flow and budgets, education savings, major purchase goals, retirement savings, protection needs, estate and multigenerational planning, small business planning, tax planning strategies, executive benefits and compensation.

Investments and solutions

A diversified portfolio of investments and solutions designed to help you pursue your financial goals.

I offer a wide range of advice and investment support to meet your needs, including:

  • Point-in-time investment recommendations to address your short- and long-term goals
  • Ongoing investment advice developing a broader strategy to address your long-term goals
  • Advanced investment advice and management using sophisticated strategies to help you meet your complex planning needs
  • Investment Advisory Solutions, which offer an array of investments in a coordinated portfolio allocated to your needs
  • Insurance solutions to help protect you and your family
  • Annuity solutions that help balance protection, tax deferral and guaranteed income in retirement
  • Cash management solutions to help cover your everyday essentials

Costs vary depending on investment advice level and investments you select. You’ll know up front exactly what you will receive for fees paid. To learn more about working with Ameriprise Financial, read our Client Relationship Summary.

Progress meetings

We’ll review your goals, progress and investments regularly. Connect with us when you need to, in person, by phone or online.

We’ll meet when, where and how you need, based on your preferences and financial needs. Through the secure site and Ameriprise app, you have anytime access to investments and digital tools to help you track your progress against your goals.


Meeting frequency options
  • Once annually
  • Semi annually
  • Quarterly
  • As requested
Meeting location options
  • In person
  • Virtual
  • Phone
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Andrew Gibson, Financial Advisor serving the Bethesda, MD area - Ameriprise Advisors

Contact me to get started

We truly enjoy helping our clients achieve their goals. Call or email me today to schedule time for complimentary initial consultation.
301.263.8502
andrew.b.gibson@ampf.com

Check your financial confidence

Ameriprise Financial 3 Minute Confident Retirement Check Triangle Answer a few questions to see where you stand across key financial areas. After you complete your check, let’s discuss your results and the level of service that fits your needs. Take the 3-Minute Confident Retirement® check.

Connect with me

301.263.8502
andrew.b.gibson@ampf.com
Office Locations
  • Diversification and asset allocation strategies can help protect against certain investment risks, but do not assure a profit or protect against loss.
  • Before you purchase insurance, be sure to consider the policy’s features, benefits, risks and fees, and whether it is appropriate for you, based upon your financial situation and objectives.
  • Guarantee, as used in this material, depends upon the ability of the issuing entity to honor and pay the amount you may be entitled to.
  • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
  • The Confident Retirement approach will include a review of your existing financial retirement situation and potential opportunities, gaps, or general strategies. You will not receive a comprehensive review or financial planning services for which fees are charged. It is not a guarantee of future financial results.
  • Ameriprise Financial Planning Service is generally appropriate for clients and prospects with financial goals and sufficient financial assets and income to address those goals. These clients must also have a willingness to pay an investment advisory fee for your advice in helping them achieve those goals.
  • Clients should review the Ameriprise® Financial Planning Service Client Disclosure Brochure or, for a consolidated advisory fee relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.
  • Fixed annuities are long-term insurance products. Before you purchase, be sure to ask your financial professional about the annuity’s features, benefits, and fees, and whether the annuity is appropriate for you, based on your financial situation and objectives.
  • An Associate with an Ameriprise Financial Franchise
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
  • Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
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Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2005-2022 Ameriprise Financial, Inc. All rights reserved.

Request a complimentary consultation

Yes, please contact me.

After you complete the form below, I will contact you to set up a no-obligation, complimentary consultation. During our meeting, we'll discuss your financial goals, the personalized advice I provide, and the costs associated. I look forward to meeting you and discussing your financial future.

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Ameriprise Financial understands that privacy and security are important to you. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.


Direct URL to this form:
https://www.ameripriseadvisors.com/andrew.b.gibson/?openFormModal=request-contact

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

This offer is only valid in the United States.

Please do not submit account or other confidential information via this form.

Consult with your tax advisor or attorney regarding specific tax issues.

corporate entities and important disclosures | website rules and regulations | privacy and security center | about email fraud

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Thank you

Thank you for requesting a consultation.

I will contact you to set up a complimentary meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.

Prepare for your consultation by reviewing our pre-meeting checklist and discussion guide.

I look forward to helping you achieve your financial goals.

This offer is valid only in the United States.

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

corporate entities and important disclosures | website rules and regulations | privacy and security center | about email fraud

Your message was not sent.

Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

Introduce me

I am grateful for the opportunity to work together.

If you have friends or family members who could benefit from personalized financial advice to reach their goals, please let them know about my practice. When you refer me, they will receive an email with a link to my website where they can learn about what it’s like to work with me and reach out for a complimentary initial consultation, if they choose. Thanks again for trusting me to help you achieve your financial goals.

All fields are required.

Your friend's information

First Name
Last Name
Email
Confirm Email

Your Information

First Name
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Email

The person you refer will receive an email with a link to visit my website and contact me for a complimentary consultation, if they choose. I will be notified of your referral with your friend's contact information and may reach out to them directly.


Direct URL to this form:
https://www.ameripriseadvisors.com/andrew.b.gibson/?openFormModal=referral

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Thank you for referring me .

Your referral will receive an email with a link to visit my website and contact me for a complimentary consultation form. I will be notified of your referral with your friend's contact information and may reach out to them directly.

Your message was not sent.

Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

© 2005 - 2022 Ameriprise Financial, Inc.