Steven Gilbert
CFP®, RICP®, APMA®
Gilbert Wealth
Financial Advisor
Steven Gilbert
CFP®, RICP®, APMA®
Gilbert Wealth
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Steven Gilbert, CFP®, RICP®, APMA®
Fee-Only financial planner located in Fort Wayne, IN, serving clients locally and across the country
Meet Steven Gilbert
Steven Gilbert is the founder of Gilbert Wealth LLC, a boutique financial planning firm in Fort Wayne, IN serving clients locally through in-person and virtual meetings. Gilbert Wealth LLC is focused on provide deep financial planning and investment management services to a select number of clients.
Steven is well versed in areas of retirement income generation, tax efficient withdrawal strategies, tax planning, estate planning, and insurance.
In his spare time, Steven enjoys learning new hobbies such as guitar and dancing.
Steven Gilbert is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact Steven Gilbert
Office Locations:
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5617 Oak Pointe Dr
Fort Wayne, IN 46845
