Robert M. Vogel, CFP®

Director of Financial Planning, Senior Lead Advisor

Robert M. Vogel, CFP®

As Director of Financial Planning, Robert oversees firm-wide quality and consistency in the planning process and client experience in accordance with the CFP® Board of Standards. He is responsible for internal and external education on financial strategies as well as promoting and fostering a planning-first culture using the Lifetime Planning Continuum® framework.

As Senior Lead Advisor, Robert helps his clients build integrated wealth management plans to address both short and long-term goals.  Robert has over 18 years of experience in the financial services industry, the last 11 years as a financial advisor creating and implementing planning strategies designed to help build and protect clients’ wealth. Robert is a CERTIFIED FINANCIAL PLANNER™ and focuses on multi-generational investment planning for high net worth individuals, families, successful professionals, business owners and retirees.

Robert’s educational background includes graduating from West Chester University of Pennsylvania earning a Bachelor’s Degree in Philosophy with a minor concentration in History.  As he worked his way through school, Robert served in the US Marine Corps Reserves for six years, based in Harrisburg, PA.

He and his family live in Ambler, Montgomery County.