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Robert Gole, CFP ®

Founding Partner, Financial Advisor

Founding Partner, Financial Advisor

Phone: (240) 507-8893


For the past decade, Rob has focused his financial guidance around goal pursuit, diversification, tax sensitivity, and financial flexibility. Rob is committed to reducing clients' financial concerns by leading clients through financial planning and prudent investment advice. He is a CERTIFIED FINANCIAL PLANNERTM professional; CFP® certificant, and has been recognized as a Top Advisor within the Washington Metro Area by the Washingtonian in 2017*.

Rob has maintained the Series 7 and 66 securities registrations along with Life and Health insurance licenses for the past 13 years through Chevy Chase Financial Services, Capital One, and Woodbury Financial. Rob graduated summa cum laude from Cedarville University with a Bachelor’s Degree in Finance and an accompanying minor in Biblical Studies.

Rob and Katie, along with their children, Liam, Livy, Max, and Ana, reside in Mt. Airy, MD. They are active members at Mountainview Community Church. Rob is an avid follower of the Washington Capitals along with other DC area sports teams. He enjoys golfing, playing softball, and strategic board games.

*Washingtonian – Top Wealth Advisors (2017) The Washingtonian Top Financial Planner is awarded to individuals who are nominated and surveyed by their industry peers as being the best in their field. The advisors selected are those who received the most recommendations from their peers. Portfolio performance is not a factor. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.