About Steven Gilbert
Steven Gilbert
CFP ®, APMA ®, RICP ®
Get to know Gilbert Wealth.
Who I am makes me the financial advisor you want to work with.
Why I founded Gilbert Wealth
I founded Gilbert Wealth in 2021 with one objective–to create a boutique financial planning firm singularly focused on helping clients plan for the future and managing their wealth well.
- I believe that financial planning is more than just numbers. It is a process of understanding your goals, values, and aspirations, and creating a personalized plan that aligns with them.
- I believe in providing straight forward advice that is clear, honest, and unbiased.
- I believe in proactive planning that anticipates changes and opportunities, and adjusts accordingly.
- I believe in direct accessibility that ensures you can reach me whenever you need me, and I can respond promptly and effectively.
- I believe in deep understanding of your situation that goes beyond the surface level, and considers your unique circumstances, challenges, and preferences.
I believe that financial planning is a partnership that requires trust, communication, and collaboration. I am here to help you achieve your financial dreams.
Where my interest in Financial Advising started
My passion for Financial Planning began when I graduated from Cedarville University with a double major in Accounting and Finance and a minor in Bible. I have been working in the financial services industry since 2014. I started as a registered client service associate, handling all the behind the scenes work for clients, and quickly rose to operations leader, managing the team that does the same. In this role, I was the first person to receive the company’s highest award two years in a row, for my innovative solutions to improve client service.
I am passionate about helping people with detailed excellence.
After transitioning from an operations leader to an advisor role in 2018, I have had the opportunity to help over 500 clients accomplish goals ranging from preparing for and transitioning to retirement; sending their child or grandchild to college; maximizing employee benefits; and reducing their lifetime tax bills. I love sitting with a client and helping them understand the ways their finances can help them achieve their goals.
Professionally, I’ve prided myself in being the go-to for my coworkers, advisors, and leaders in areas of tax planning, insurance, annuities, education planning, and estate planning. In 2017, I earned the CFP designation and have completed several other finance designations since then in areas of investment management and retirement income. I am a lifelong learner, so I do not intend to stop there.
Frequently Asked Questions
CFP® – Certified Financial Planner™
This designation is comparable to getting a master’s degree in Financial Planning.
See Steven Gilbert’s CFP profile here.
APMA® – Accredited Portfolio Management Advisor
This designation is comparable to a post-graduate specialization in investment portfolio management.
See Steven’s APMA accreditation here.
RICP® – Retirement Income Certified Professional
This designation is comparable to a post-graduate specialization in retirement income creation.
Steven’s office is anywhere his clients need it to be.
A local of Fort Wayne in Northeast Indiana, Steven would be happy to meet with you in your home or a chosen meeting place.
Steven also works virtually, meeting clients wherever and whenever they have the time via video chat or phone. Quick meeting on your lunch break? Gilbert Wealth meetings can fit in to your busy life.
Gilbert Wealth has regular business hours from 8am-5pm EST on weekdays, but you can always leave a message or send an email and Steven get back to you as soon as possible.
From my family to yours.
As your advisor, Steven will take care of you like he cares for his own family.
My wonderful wife, Becky, and I have four children– Titus (7), Eleanor (5), Charlie (1), and Theo (1). We enjoy playing outside in our yard with our dog Lila, exploring new parks, and spending time with our family and friends. We live in Fort Wayne, Indiana.
In my free time you will find me ballroom dancing with Becky or playing basketball. I am always learning new skills (currently, guitar) and entertaining new ideas (through TED Talks and Hidden Brain podcasts). Perhaps unsurprisingly, I thoroughly enjoy exploring computer programing and learning new tricks in excel (that’s right, I love a good spreadsheet).
Steven's Quickfacts
Favorite Coffee
Plain Latte
Favorite Food
Steak or BBQ
Favorite Dessert
Ice Cream
Favorite Vacation
Costa Rica
Church
Blackhawk Ministries
Dog
Lila
Learning
Guitar
Summer Activity