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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 achievement, diversification, tax sensitivity, and financial flexibility. By leading clients through financial planning and prudent investment advice, Rob is committed to relieving clients of their financial concerns.  He is a Certified Financial Planner CFP® and has been recognized as a Top Advisor within the Washington Metro Area by the Washingtonian in 2017*.

Rob maintains the Series 7 and 66 securities registrations along with Life and Health insurance licenses.  His prior affiliations have been Chevy Chase Financial Services and Capital One. 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 1-year old son, Liam, who will be joined by a sibling later this year.  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 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.