My Approach

Robert Wales - My approach photo

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Robert Wales - My approach photo


  • Spending time with my family is my favorite activity.
  • My hobbies include reading and traveling.
  • I enjoy playing golf and watching the Indianapolis Colts.

Community Participation

Active in my local church and serve on the church board.

I am involved with my children's activities.

Years of Experience ?

Client Satisfaction 4.9 out of 5 rating based on 21 reviews 98.00

Areas of Focus

  • Investment Management
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution


  • BA, Education, Huntington University, Huntington, IN

Previous Experience

  • Boy Scouts of America, District Executive, 1995-2000; 2001-2002
  • Union County College Corner Joint School District, Teacher, 2000-2001

Files for Download

My Videos(7 videos)

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