Robert Stromberg (CFP®)

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

  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice with Ongoing Management
  • Millennials
  • Professional Athletes or Entertainers
  • Tax Planning

Additional Information

My name is Rob Stromberg. I’m a CFP® and the founder of Mountain River Financial. I provide fiduciary and fee-only advice, investment management, and financial planning to six-figure earners under 50. I focus on helping clients make wise and purposeful decisions with their money so they can live a rewarding life today and build wealth for a successful tomorrow.

I started in the financial industry almost 10 years ago when I joined the research team of Symmetry Partners, an institutional wealth management firm located in Connecticut. Over time I reached the position of Regional Business Consultant where I led a team that was responsible for helping advisors representing over $1 billion in Symmetry-managed assets construct better quality and lower-cost portfolios for their clients. 

With considerable insight gained from my time consulting with other advisory firms, I went on to earn my CFP® certification and founded Mountain River Financial as a fiduciary and fee-only planning & wealth management firm dedicated to doing the right thing for my clients.

I’m an active member of NAPFA and the XY planning network and am a frequent contributor to publications including US News & World Report, The Washington Post, The New York Times, Investment News, CNN Business, and Yahoo! Finance.

I live in Abington, PA, with my wife Kara, son Noah, and dog Autumn. Outside of work, I enjoy hiking, golfing, snowboarding, live music, sports, and spending quality time hanging with my family. 

You can learn more about me and Mountain River Financial here.

NAPFA Start Date

January 11, 2019

Submit
Submit

This Office

563 Pinetree Rd Jenkintown, PA 19046-2227 Phone: (267) 440-7858