Founded in 1999 by Scott Gerlach, AssetBuilder, Inc. is a fiduciary wealth management firm dedicated to helping clients achieve their financial goals through disciplined, long-term investment strategies. The company operates on a fee-only basis, meaning its revenue comes directly from clients, not from commissions on financial products, which aligns its interests with those of its clients. AssetBuilder's investment approach is heavily influenced by academic research and primarily utilizes funds from Dimensional Fund Advisors (DFA) to build globally diversified, passive portfolios. Their mission is to provide objective financial advice and comprehensive wealth management to individuals, families, and institutions.

Founded in

United States