Robert T. Dignan, CFP® AIF®

Private Client Advisor

Over the last three decades, Bob has had the pleasure to develop incredible relationships with his clients that are uniquely personal, and focus as much on quality of life as they do on “the numbers.” In a time when so many advisors focus exclusively on your account values, Bob’s goal for every client is to help them to discover how much control they possess, and how their decisions can lead them to living their greatest possible life outcomes. Because these types of outcomes are only possible with a significant investment of time and trust, Bob makes it a point to limit his client base to a more controlled number of clients, and may take only a few new clients per year.

When Bob’s clients give him the permission to collaborate directly with their preferred accounting, estate planning, and risk management professionals, the likelihood of that client enjoying consistent, successful outcomes increases dramatically. He employs a fully collaborative approach with his clients and their most trusted inner circle of advisors, all of whom should be striving to protect that client’s best interests. In doing so, the client’s “team” unites to help them to find sustainable, higher quality outcomes, as well as a sense of empowerment over their financial situation. Our goal is not to tell you what to do, but instead to listen to you, and then provide you with the best possible options from which to choose, so that you can make the best decision for your family.

Bob is a firm believer in the idea of getting the very most out of life, while finding a responsible balance that allows for a sustainable and repeatable series of life opportunities. While we are always striving to use our professional and technical knowledge to maximize your tax efficiencies and investment opportunities, the fact remains that this process must always be fundamentally anchored to those goals and priorities that are unique to you and those you love. If your goal is “to win life” by dying with the largest portfolio (solely for the sake of bragging rights), then Bob isn’t your guy. But if you are willing to share your dreams and fears openly and honestly, and aren’t afraid to put in the effort to make great things happen for your family, you’re going to discover an advisory relationship unlike any other.