Robert Elzholz

CFP®, CRPC®, AIF®, AAMS® | Principal



Total Experience




Specializing In:



Bachelor of Science in Technical Management from DeVry University

Meet Rob

Robert has more than 15 years of experience developing and customizing financial, estate and income planning solutions for a variety of clients, including private and public companies, Native American tribes, family-owned businesses, and individuals.

As a Wealth Management Principal in the firm’s Phoenix office, he is responsible for overseeing the firm’s financial services offerings in the Arizona market and providing local clients with the highest level of personal and attentive service.

Professional Qualifications and Memberships

In addition to being a CERTIFIED FINANCIAL PLANNER™, Robert is an Accredited Investment Fiduciary (AIF®), designated Chartered Retirement Planning Counselor (CRPC®) and an Accredited Asset Management Specialist (AAMS®). He is also Series 65 licensed.

Robert currently serves on the Board of the Western Pension & Benefits Council’s Phoenix Chapter and is a member of the Phoenix CFA Society.

Financial Planning

However complex or simple your financial transactions may be, and whatever the level of wealth you’ve attained, our advisors are ready to partner with you to develop a plan tailored to your specific needs and goals.

Fee-Only Fiduciary Advisors

Using a fee-only compensation model sets us apart by providing transparency to the costs of our services and allows us to select from a broader range of investment products.

Connect with Rob