Gilbert & Cook, Inc.

Based in the US, Gilbert & Cook, Inc. , operates as a financial services provider. Based in West Des Moines, the US and founded in 1993, Gilbert & Cook, Inc. offers a range of financial services.

In September 2026, Cerity Partners LLC acquired Gilbert & Cook, Inc. Financial terms were not disclosed. The acquisition will allow Cerity Partners LLC to enhance its business development. Gilbert & Cook offers a comprehensive range of investment, tax, and wealth management services designed to empower individuals, families, and business owners to achieve financial clarity and confidence.

Their core offerings include customized financial planning, investment management, estate planning, tax strategies, and retirement planning, all tailored to meet the unique goals and priorities of their clients. Specific methodologies, such as the trademarked Financial Security Method®, facilitate a structured approach to establishing and pursuing clients' wealth objectives. Their in-house investment team emphasizes a long-term, coordinated strategy that extends beyond immediate returns to enhance overall financial outcomes. This suite of services caters primarily to affluent clients across the United States seeking sophisticated solutions to navigate the complexities of wealth management, with a strong focus on aligning financial strategies with personal values and aspirations.

Gilbert & Cook operates on a fee-based revenue model, generating income primarily through advisory fees and asset management fees associated with its various service offerings. Clients undergo an initial consultation, where financial goals are assessed, subsequently leading to tailored planning and investment strategies. The firm typically engages in ongoing partnerships with clients, billing a percentage of assets under management or a standardized fee for their comprehensive planning services. By integrating products such as the Financial Security Method® and estate planning services, the firm effectively structures its offerings to build long-term relationships with its clientele.

Revenue is generated through distinct channels, addressing individual and family wealth management, business consultation, and specialized services for unique life transitions, ensuring a broad scope of impact within its market. The company plans to enhance its business development following its acquisition by Cerity Partners LLC in September 2026.