Gimbal Financial

Gimbal Financial is a wealth management firm in Carmel, Indiana. The firm provides independent financial services, with a stated focus on honest, objective financial guidance for the families and clients it serves. Its team of advisors includes Keith Tyner, Doug Shrieve, Phil Byers, and Caleb Tyner, supported by registered client services associates Amanda Hineman and Libbi Ritz. The firm holds a rating of 4.60 from the customers who have reviewed it.

Gimbal Financial describes itself as an independent financial services firm built around a single vision: honoring families, colleagues, clients, and suppliers. The firm is led by Keith Tyner, and it presents itself as a family that has invited others along on the journey since its founding. Its advisors bring varied backgrounds to the work. Doug Shrieve was born and raised in Indiana. Phil Byers is described as having a heart for people. Caleb Tyner is a Murray State graduate. The client services side of the practice is handled by Amanda Hineman and Libbi Ritz, both registered client services associates.

The firm maintains a monthly newsletter, the Gimbal Archives, which covers topics such as backdoor Roth IRAs, charitable giving, and financial planning themes. Recent issues have addressed questions including how to handle financial documents, the value of time, and long-term planning decisions.

Gimbal Financial operates from 620 N Rangeline Road in Carmel, Indiana.

The firm's positive rating reflects the experience of the clients who have reviewed it. As an independent wealth management practice in Carmel, Gimbal Financial pairs objective financial guidance with a team that has built its reputation on long-term client relationships.