Gary Klaben

Wealth Advisor, Principal

Gary Klaben

Gary understands the vital role money plays in society and is passionate about helping individuals make informed financial decisions. With a deep understanding of the challenges people face, he emphasizes the importance of smart financial choices. Gary is a Principal at Coyle, and a financial expert and coach. Gary possesses firsthand experience in multigenerational living, enabling him to provide tailored guidance and strategies for families living together across generations.

Graduating as the top student in his Ranger School class after attending West Point in 1979, Gary's six years in the U.S. Army infantry were dedicated to serving his country and fellow soldiers. Alongside his military service, he is a published author, having written books such as Changing the Conversation, Wealth of Everything, and The Business Battlefield (co-authored with Adam Blonsky). Gary holds a B.S. in General Engineering and an M.S. in Financial Services (MSFS), in addition to being a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).

Despite his independent nature, Gary values the input of knowledgeable individuals and actively seeks advice in various aspects of his work, whether it's guiding clients, mentoring his team, or coaching entrepreneurs. Gary's wife shares his military background, and while they did not steer their children towards the military, both their daughter and son graduated from West Point.

When he's not working, he finds joy in activities such as running, reading, and orienteering. Gary and his wife reside in Reisterstown, MD, on a family compound that they call home.

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A Comprehensive Guide To Safeguarding Your Financial and Family Wealth.

Gary Klaben’s book, The Wealth of Everything: A Wealth Management Approach to Addressing the 5 Financial Concerns of Successful Families, addresses the topics of Wealth Preservation, Wealth Enhancement, Wealth Transfer, Wealth Protection & Charitable Giving.

This book will guide you through both the art and science involved in comprehensive wealth management. Use it as a quick reference resource that you can consult time and again as you and your advisory team build a strong trust relationship and bring your path to continued success into focus.

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Client Journeys

A Journey to Early Retirement

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