Giltner & Associates is an independent, third-generation advisory firm helping individuals, families, business owners, and organizations navigate complex financial decisions with clarity and care.

For more than 50 years, our coordinated practice has guided clients through the intersections where wealth, planning, and protection meet — bringing structure, perspective, and disciplined execution to decisions that carry lasting impact.

Our work begins with listening. Before we recommend anything, we take the time to fully understand your financial landscape — income, assets, obligations, and the goals that sit behind them. From there, we design strategies that connect every moving piece into one cohesive plan.
Clients work with us not for ready-made answers, but for coordinated expertise, technical depth, and strategies built to endure.

How We Can Help:
--Comprehensive financial and legacy planning
--Investment management aligned to long-term goals
--Advanced insurance and captive coordination
--Executive compensation planning for healthcare systems, nonprofit organizations, colleges, and universities

**Disclosures**
I am an Investment Adviser Representative of OneSeven, doing business as Giltner & Associates, an SEC-registered investment adviser. Information on this profile is for informational purposes only and is not personalized investment advice.
No compensation is provided for endorsements, recommendations, or "likes," and such interactions should not be viewed as testimonials.
For more information about OneSeven, including our Form ADV, visit: https://adviserinfo.sec.gov/firm/summary/283087

Giltner & Associates

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Giltner & Associates

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