A complete list of active advisors currently associated with Gilbert Financial, LLC

Warmer can help you find a great advisor at Gilbert Financial, LLC or one who fits your needs even better.

Gilbert Financial, LLC is an SEC‑registered independent advisory firm that provides customized portfolio management and related investment advisory services to individuals, high‑net‑worth clients, trusts, and corporations. The firm manages accounts primarily on a discretionary basis for roughly 150 clients and oversees about $110 million in client assets. Portfolios are built around individualized asset‑allocation models tied to age, risk tolerance, employment status, and retirement horizon, with implementation that often emphasizes dividend‑paying domestic equities, short‑term corporate bonds, and diversified exposure via mutual funds and ETFs. Investment decisions are guided by a combination of fundamental screening (using S&P Analytics), technical chart analysis, and periodic sector/cyclical review; holdings are selected from a maintained master list and are typically averaged into over time rather than relying on market timing. Notable features relative to many peers include the firm’s asset base for a small advisory team and an explicit fixed‑income practice that generally holds bonds until call or maturity rather than actively trading them. The firm uses an institutional custodian platform for execution, research and back‑office support without receiving payments from that custodian, generally leaves proxy voting to clients, and can operate under both discretionary and non‑discretionary arrangements.

To learn more about the advisors currently working at Gilbert Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.