Steven Gilbert


Gilbert Wealth

Financial Advisor

Steven Gilbert


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

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 5617 Oak Pointe Dr
    Fort Wayne, IN 46845

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser