Achieve the future you envision

Find out how - Schedule a Complimentary initial Consult with Steven GIlbert

Trusted Financial Planning Starts Here

Wherever you are on your financial journey, Steven at Gilbert Wealth can help.

Financial Planning and Wealth Management

Organize your Personal Finances

How and where should you invest your money?
What insurance do you actually need?
How much do you really need to be saving for later in life?

Let's dive in and get started.

Financial Planning and Wealth Management

Move Forward to Achieve your Goals

Do you have enough to retire?
Can you buy that dream lake house?
Can you transition to a different career?
Can you start my own business?

Let's evaluate the possibilities.

Gilbert Wealth - financial planning and wealth management

Invest Confidently in the Future

Are your investments in the right place?
How can you help my children (or grandchildren) in the future?
Can you give more to charities that matter to me?

Let's do more with your wealth.

Let's Get Your Goals Achieved
Steven Gilbert, Financial Advisor
Learn More About Steven Gilbert

The experience you need,

Years of Experience
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Clients Served
0 +
States
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when you need it.

Steven is not the average financial advisor at 55 years of age (and yes, that is the industry average), but that is a good thing. A trusted advisor who will be by your side through your life – helping you achieve you financial goals. 

One advisor who knows you– you’ll never have to look for someone else.

A Simple Process

What does getting started with Gilbert Wealth look like?

1

Initial Consult
with Steven Gilbert

Schedule your initial complimentary consult. Let's find out if Gilbert Wealth is a good fit for you. We'll discuss your financial situation and how I might be able to help.

2

Explore Strategies
with Gilbert Wealth

Once you are my client, we will get organized and dive deep into your goals and how to get there. We will decide what strategies will be best for you and determine the optimal structure for your investments.

3

Steven keeps you on Track to Achieve your Goals

As your life changes, your needs change, too. We will anticipate these changes and continue to adjust your strategies and put in any new pieces of the puzzle at just the right time .

Independent, but Connected

Steven Gilbert National Association of Personal Financial Advisors
Steven Gilbert Fee Only Network
Steven Gilbert XY Planning Network Member

What Others Say

A Decade of Insight in Two Meetings

Client Since 2022, Indiana

We learned more in the first two meetings about our financial situation than we did over the past ten years with our prior financial advisor.

How Steven Helped Me Close the Spreadsheet

Client Since 2023, Indiana

Working with Steven gave me the confidence to give up my spreadsheet. He really knows his stuff and thoroughly researches solutions for my goals.

Financial Planning at Its Finest

Client Since 2022, Indiana

Steven takes financial guidance to a whole new level. Financial planning with Steven provides much more than just investment management. It touches every area of our financial well-being; he considers our life goals, values, and aspirations as well as the detailed financial strategies to achieve them. In planning meetings, Steven is proactive in bringing actionable recommendations for us to review. His strategic advice has translated into significant savings for us, now and into the future. We've worked with other financial advisors in the past who promise this but fail to deliver. Steven consistently goes above and beyond. The Gilbert Wealth fixed fee approach has given us confidence that any recommendation Steven makes is in our best interest. We’re grateful to have him by our side on our wealth-building journey.

Engaging My Spouse

I was especially pleased that the information was presented in a format that my spouse could understand. It was the first time that I have seen her excited about our numbers and retirement. 😊

All testimonials have been provided by current clients. No client was compensated for providing these testimonials. Gilbert Wealth gained each client’s permission to publish their testimonial. Outcomes are personal and specific to each client, and one client’s results do not guarantee identical outcomes in the future for another client. 

Learn more from Steven Gilbert

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