Robert M. Simon

Partner, Wealth Advisor

CFP®, AEP, CAP, MSFP

Waverly Advisors, LLC

My Approach

I help clients simplify complex financial decisions through integrated wealth management. By coordinating investment management, retirement planning, tax considerations, estate planning, and cash flow strategies, I provide objective guidance designed to help clients make informed decisions and stay focused on their long-term goals.

The Clients I Serve

Business Owners, Executives, GenX, Government & Military, High Earning First Generation, Millennials & GenZ, Philanthropists, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Teachers & Educators, Women & Female Leaders, Working in Retirement

Major Milestones I Specialize In

Caregiving for Aging Relatives, Death in the Family, End of Life and Legacy Planning, Retirement Planning, Sudden Wealth or Inheritance, Widowhood

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

I start by listening and understanding what is most important to you. From there, we identify opportunities and create a clear action plan. Once strategies are implemented, I provide ongoing advice and proactive reviews to help keep your financial plan aligned with your changing goals and circumstances.

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.