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Robert L. Kaercher CIMA®, AIF® Wealth Manager Click To Learn My “Why”

Rob works closely with business owners and professionals to understand their financial objectives and help build a plan to reach them. He also serves as a consultant on retirement plans for businesses.

Rob has more than three decades of experience in the financial services industry. Many of Rob’s client relationships have extended to the next generation. He is particularly adept at providing technical information and concepts in a simpler, practical way for our clients.

Rob lives with his Great Pyrenees in Alpharetta, Georgia and is the proud grandfather of twin boys.

Integrity is the foundation of how we define ourselves. Without it, we cannot grow personally or professionally.
  • West Virginia University – Bachelor of Science (Forest Resource Management)
  • Pennsylvania State University – Master of Business Administration (Finance)
  • Investment Management Consultant Association (CIMA)
  • Accredited Investment Fiduciary (AIF)
  • Habitat for Humanity volunteer
  • Family Promise volunteer

Holmdel, New Jersey

Interests + Hobbies
  • Spending time with his two sons
  • Traveling
  • Reading
  • Grilling on his Big Green Egg
  • Volunteering
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Tim F. Agnew Managing Director
Julio Barahona Director of Operations
Jeff M. Brandon Senior Wealth Planner
Jace Brooks Wealth Advisor
Lisa Curles Senior Client Service Specialist
Elijah Hooker Investment Analyst
Michael Mueller Senior Financial Planner
Valerie Nichols Director of Investments
Stephanie Roberts Senior Client Service Specialist
Brad Swinsburg Partner + Chief Investment Officer