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 provides customized portfolio management primarily for individuals and high net-worth individuals, and also manages accounts for trusts and corporations. Services are delivered mainly on a discretionary basis, with non‑discretionary arrangements available when requested, and client assets are custodied and administered through a qualified custodian. The firm’s investment process uses an asset-allocation framework tailored to age, risk tolerance, employment status, and investment horizon, drawing from a firm-maintained master list of securities and research tools such as Standard & Poor’s Analytics. Portfolios emphasize domestic, dividend-paying equities combined with short-duration corporate and municipal bonds (typically not exceeding seven years) that the firm generally holds to call or maturity, supplemented by mutual funds and ETFs and implemented by averaging into positions over time. Noteworthy aspects for a single-advisor independent firm include managing approximately $109.8 million for about 152 clients while maintaining an institutional relationship with Pershing for custody and trading. Gilbert Financial generally does not aggregate client trades, leaves proxy voting to clients rather than voting on their behalf, and maintains a formal Code of Ethics and insider trading prohibition documented in its brochure.

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.