PJ Gibbs
Founder and Financial Advisor
Trella Wealth
Fee-Only financial planner located in Bowling Green, KY, serving clients locally and across the country. Helping busy families & retirees create flexibility in their financial life.
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
Based in Bowling Green, KY, serving clients locally and across the country through virtual meetings and our collaborative platform.
Contact us to schedule an introductory call to see if we may be a fit for you.
Trella Wealth provides financial planning focused services to help busy families and retirees organize, grow, and protect their assets through life's transitions.
As a fee-only and fiduciary financial advisor, PJ Gibbs is never paid a commission of any kind, and has a legal obligation to provide unbiased financial advice.
Get to Know PJ Gibbs
I was first exposed to financial planning during college. At that time, I thought the only jobs were in traditional commission-based roles. So, I went on the get my MBA and ultimately spent time working as a financial analyst for a Fortune 100 company. While there, I found myself spending more time reading and researching personal finance topics and discovered the idea of fee-only financial planning. After obtaining the CERTIFIED FINANCIAL PLANNER™ designation, I spent the next six and a half years working for a regional Registered Investment Advisor before founding Trella Wealth.
On a personal note...
When not helping clients simplify their financial decision making, I’m a dad to four kids. We’ve just hit the phase of life where most nights are spent shuttling the kids to baseball, soccer, and dance. I’m lucky enough to have the most supportive & understanding wife who supports my mild (she may disagree how mild) golf addiction. I’m not good, but I’m determined to get better.
I Can Help You With:
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Estate Planning
- Insurance Planning
- Tax Efficient Strategies
Ideal Clients:
- Retirees and Near Retirees
- Mid-Career Professionals
- Busy Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Media Mentions and Industry Involvement
Office Locations
2501 Crossings Blvd, Ste 130 - Bowling Green, KY 42104
