Bio
Robert is the Founder and Chief Executive Officer at Meath Wealth Advisors. After graduating from the Carlson School of Management in finance and working in Corporate Finance at a Fortune 500 company, he began his financial planning career. Robert has over 35 years of experience. He draws from this extensive experience of diverse market landscapes and relies on his analytical acumen and robust grasp of the markets to support the firm’s investment strategies. He has developed a personal style to guide individuals, families, and businesses through the firms holistic wealth management process. Robert builds a high level of trust with his clients, so they don’t have to worry about their money, but instead can spend time doing what they love. Helping his clients reach their goals and ultimate wealth fulfillment is the most important part of his practice.
Community is important to the Meath family. Robert and his wife Deb have been actively involved in the community for over 30 years serving as advisory board members, coaches, committee members, and volunteers. Robert thrives with an active lifestyle and can often be found on the golf course, tennis courts, bike path, or enjoying the outdoors with his wife, or grandchildren.
Jill Isbell, CFP® CFP®
Senior Financial Planner
Yenni Cheshire, FPQP®
Client Services Associate
Zach Mohr
Advisor
John Mortola
Financial Consultant
Ted Albrecht CFP
Financial Advisor
Sheila Meneses
Client Services Manager
Carol Liddy
Investment Operations Manager
Michael LaBarbera AIF
Financial Advisor, Managing Director