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Robert Gole, CFP ®

Robert Gole, CFP ®

Founding Partner, Financial Advisor

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 12 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 his wife, Katie, are longtime residents of Montgomery County, MD, where they make their home raising their 3-year old son, Liam, 2-year old daughter, Livy, and infant son, Max. Rob and his family are active members at Mountainview Community Church.  He is an avid follower of the Washington Capitals along with other DC 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 by their industry peers. 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. For more information on the creator of this award, see this website: