A complete list of active advisors currently associated with Gilbert Wealth

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

Gilbert Wealth provides comprehensive financial planning and investment advisory services to individual and high-net-worth clients, offering ongoing comprehensive planning, project-based engagements, and hourly consultations. The firm’s planning scope includes analyses of net worth, cash flow, insurance, retirement, college funding, estate considerations, tax strategies, and business planning, and it may refer clients to third‑party money managers when appropriate. The firm’s investment approach is primarily passive and grounded in Modern Portfolio Theory, typically using index funds and ETFs while also employing third‑party managers and separately managed accounts for strategies such as direct indexing and tax‑loss harvesting. Gilbert Wealth couples written or electronic financial plans with ongoing monitoring and periodic account reviews as part of its planning engagements. Notably, the firm does not use percentage‑of‑AUM pricing and instead relies on flat and fixed fee arrangements, and it makes investment management available only to clients who participate in its ongoing planning service — practices that are less common among independent peers. Gilbert Wealth also makes use of client testimonials in its advertising and offers customized direct‑indexing options through separately managed accounts, both of which are relatively uncommon features for firms of this type.

To learn more about the advisors currently working at Gilbert Wealth, 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.