Robert Wilgos (BSEE, CFP®, MBA)

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

  • Business Owners
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs

Planning Specialties

Robert Wilgos, CFP®, is a founder of Summit Financial Advisors, LLC, a Fee-Only financial planning and Pennsylvania-Registered Investment Advisory firm located in Newtown Pennsylvania, a suburb of Philadelphia. The firm provides Fee-Only financial planning and advice to individuals, families, and small business owners. Our Fee Only services are offered on a Retainer, Project or Hourly basis.

Additional Information

Bob has been associated with the financial services industry for much of his professional career. He earned an MBA in Finance as a graduate of the Simon School of Business at the University of Rochester. In addition, he earned the right to use the CFP® mark of distinction from the CFP Board of Standards in 1995. His undergraduate education is from the University of Buffalo where he was awarded a BS in Electronics Engineering. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Bob is a member of the Financial Planning Association (FPA), the largest association of professionals dedicated to championing the financial planning process. He is also a member of NAPFA, the largest Fee-Only professional organization. In addition, he is a member of The Garrett Planning Network, Inc., the nation’s premier organization for hourly, as-needed planners.

NAPFA Start Date

November 12, 2007

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This Office

12 Penns Trl Ste 351 Newtown, PA 18940-1892 Phone: (215) 579-1005 Fax: (215) 579-1002

Other Offices

1500 Market Street 12th Floor, East Tower Philadelphia, PA 19102 Phone: (215) 579-1005 Fax: (215) 579-1002
196 W Ashland St Fl 1 Doylestown, PA 18901-4040 Phone: (215) 579-1005 Fax: (215) 579-1002