Robert Wermuth, AIF, CFP, ChFC, CLU®

Rob combines nearly 30 years of financial services experience with advanced technology to deliver his clients integrated solutions that strive to simplify their complex financial realities. Rob specializes in documenting goals and developing strategies for significant life events, including corporate succession planning, estate planning, and establishing or managing a family foundation.

Rob believes that helping families understand their entire financial strategy into the future – or modeling the various paths available – allows decisions to be made from a position of strength. Through web-based financial technology, clients can access daily balance information and leverage a robust organizational system as an alternative to the endless stream of documents.  

This team-driven and planning-focused philosophy stives to help clients experience the education, confidence, and peripheral vision necessary to make impactful decisions for their family, business partners, and community.

Rob’s strengths lie in his ability to think into the future and show clients “how things can be” when analyzing their current situation combined with new strategies for decision-making purposes. Rob has a distinct sense of connectedness with his clients and their families, which is considered invaluable during difficult times. In addition, Rob strives to deliver and demand excellence in all aspects of his clients’ experiences, and he does not settle for average.

Rob earned a Bachelor of Science degree in Accounting from the Pennsylvania State University. He holds the Certified Financial Planner™, Charter Financial Consultant®, Chartered Life Underwriter®, and Accredited Investment Fiduciary® professional designations.