How we work


Honored to be recognized in Forbes

We're proud that Robert Bives has been named to the Forbes Best-in-State Wealth Advisors list for 2019. It features advisors who provide clients with a high-quality experience and lead the way in the industry. Robert truly enjoys helping his clients achieve their goals. We'd like to thank our clients for their trust and the opportunity to continue working together.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Insurance
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Sustainable and Responsible Investing
  • Family Finances

Community participation

Gratitude is a major theme of our lives, one that we focus on and put into everything we do. We are so grateful for the clients we have, the organization with which we work, and everything that we have worked for in our lives. One way that we like to express our gratitude is by giving back to the organizations in our community which do so much good. Below are just a few of the organizations our team supports:

  • Rawson Saunders
  • St. Gabriel's School
  • St. John Neumann Catholic Church
  • SAFE Alliance
  • Center for Child Protection

Our videos

5 videos

Working with us

The first step in any financial plan is an introduction. It’s an opportunity to get to know you and your goals as well as for you to learn about us and how we can work together.

Our first meeting will be relaxed and informational. We’ll review your existing financial situation and past experiences and discuss potential opportunities or gaps. While you won’t receive a comprehensive review or financial plan, you can expect to get a sense of what it would be like to work with us.

What to bring

    • Any questions you have
    • Any statements or financial information you feel deserves immediate attention
    • A willingness to discuss your future dreams and financial goals, giving our team an idea of what is most important to you

If you decide to move forward, we'll provide a comprehensive review of your financial situation with recommendations tailored to you. We are dedicated to a holistic personal approach, and we'll continue to work with you and your family through the expected and unexpected.