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

Planning Specialties

I work with high-income couples in their thirties who want to make work optional in their fifties.

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 high-income couples in their thirties. I help them make wise and purposeful decisions with their money so they can live a rewarding life today, while building wealth for a prosperous tomorrow. I started in the financial industry 13 years ago when I joined the research team of Symmetry Partners, an institutional wealth management firm in Glastonbury, Connecticut. I finished my time there as a Regional Business Consultant, where I led a team that was responsible for helping advisors across the country construct better portfolios for their clients and improve the overall efficiency of their practices. With considerable insight gained from my time consulting with other advisory firms, I earned my CFP® certification and founded Mountain River Financial as a fiduciary and fee-only planning & wealth management firm. I’m an active member of NAPFA and the XY planning network and am a frequent contributor to publications including The Wall Street Journal, US News & World Report, The Washington Post, The New York Times, Investment News, CNN Business, NerdWallet, and Yahoo! Finance, among others. I live in Abington, PA, with my wife Kara, son Noah, daughter Addison, and our dog Autumn. Outside of work, I enjoy hiking and being outdoors, chasing after our kids at the beach, and generally spending quality time hanging with our large extended family throughout the Mid-Atlantic. At my core, I’m a pretty simple kind of guy who enjoys helping others simplify and bring clarity to their often complex and messy financial lives.

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

NAPFA Start Date

January 11, 2019

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

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