Robert Choiniere (BS, CFP®)

Robert Choiniere focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Planning Specialties

Plans to Prosper provides fee-only comprehensive financial planning and investment advisory services to individuals, families and business owners. 

Most of our clients are in the middle to high income range, comprised of both single-parent and two-parent households. We serve a mix of young families beginning to build wealth; developed families with college-age children; and people preparing for, or just entering retirement. We also work with those transitioning back to single life. 

Our services are integrated and include development of achievable spending plans; debt reduction strategies; estate planning; goal-setting; insurance planning and employee benefit selection; portfolio analysis; investment strategy development and implementation; retirement and education planning; and tax planning and preparation.

For those desiring investment advisory services, we do not impose an assets-under-management minimum. We employ investment strategies primarily using institutional funds designed to capture capital market returns. Our approach provides a successful investing experience without the high cost associated with market-timing and stock-picking.

We offer both limited-engagement services and an ongoing comprehensive wealth advisory retainer, under a fixed fee arrangement.  Investment advisory services are either incorporated into the comprehensive retainer agreement, or are separately billed as an annual fixed fee.

NAPFA Start Date

October 07, 2005


This Office

109 Gateway Ave Ste 201 Wexford, PA 15090-8471 Phone: (724) 935-5553