Robert Strobel CFP^®

“By failing to prepare, you are preparing to fail.”  -Benjamin Franklin

Ready to Discuss Your Financial Future?

Let us start a conversation about your goals, your vision, and the path to achieving them. Whether you are planning for retirement, growing your wealth, or navigating life’s financial complexities, I am here to help you move forward with clarity and confidence.

Let us connect—your future deserves a thoughtful plan.

My Professional Approach

As a financial advisor my primary role is to help clients design and implement investment plans that support their financial goals and bring their aspirations within reach. That process begins by asking the right questions, what do you want to achieve, when do you want to achieve it, and how much risk are you comfortable taking to get there?

Successful investment planning is rooted in building a strong, collaborative relationship—one that considers the full spectrum of your financial life and adapts as your circumstances evolve. Because no two individuals or families share the same goals, every investment strategy I create is uniquely tailored.

Whether working with business owners, corporate executives, skilled professionals, retirees, or those preparing for retirement, I leverage the extensive resources of Benjamin F. Edwards to identify strategies that align with each client’s needs and values. My practice is built on a foundation of integrity, trusted advice, and exceptional service — always putting clients first.

Let me help you navigate today’s complex financial landscape and make confident decisions to achieve your financial aspirations.

About

With over three decades of experience in the financial services industry, I bring a client-first philosophy and a deep understanding of wealth management to my role as a CERTIFIED FINANCIAL PLANNER™ professional and Retirement Income Certified Professional® (RICP®) at Benjamin F. Edwards in St. Charles, IL.

I began my career in 1994 with A.G. Edwards, a firm known for its strong client relationships and advisor support. Through the transitions to Wachovia Securities and later Wells Fargo Advisors, I remained committed to helping individuals and families pursue their financial goals with integrity and personalized guidance.

In 2021, I joined Benjamin F. Edwards, drawn by their enterprising spirit and unwavering dedication to client service—values that closely align with my own. I specialize in retirement planning, helping clients navigate the complexities of preparing for and living in retirement. From income strategies and tax-efficient withdrawals to legacy planning, I collaborate closely with each client to build a roadmap that reflects their unique goals and lifestyle.

Outside of work, I enjoy hiking, scuba diving, golfing (still working on my swing!), reading historical biographies, working out, and traveling—especially to places rich in culture and natural beauty. I am also a coffee and healthy eating enthusiast and find balance through involvement with Christian and U.S. Veteran organizations as well as spending quality time with family and friends. These passions keep me grounded and bring a thoughtful, well-rounded perspective to the work I do every day.

Whether you are planning for retirement, navigating a life transition, or seeking to grow and preserve your wealth, I am here to help you chart a confident financial path forward.
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