Robert C. Gerstemeier

Robert C. Gerstemeier

| CFP®, EA, MBA

Gerstemeier Financial Group

(630) 420-6601

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Fee Only Financial Planner Located in Lisle, IL and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

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4300 Commerce Ct.
Suite 300-22
Lisle, IL 60532

6851 Clubside Drive
Loveland, OH 45140

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Robert Gerstemeier is a Financial Planner with offices in Chicago and Cincinnati serving the surrounding regions of both cities.  Gerstemeier Financial Group, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Robert Gerstemeier is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Gerstemeier Financial Group, LLC offers financial planning, investment management, and income tax preparation services for individuals, small businesses, charities, and corporate retirement plans. The firm was created to provide customized solutions to meet the goals and objectives of our clients. We recognize that in today's fast paced and complex world, there are no easy solutions to the concerns and issues we face in our financial lives.

Robert Gerstemeier, MBA, CFP®, EA is the President and founder of Gerstemeier Financial Group, LLC a Fee-Only Registered Investment Advisory firm with offices located in Chicago and Cincinnati. He has completed the Certificate in Financial Planning Program at Florida Institute of Technology and subsequently earned the Certified Financial Planner designation from the Certified Financial Planner Board of Standards. He conducted additional studies focused on developing estates and trusts for clients and as a result has earned the Certified Estate Advisor certification from the National Association of Financial and Estate Planning.  He attended Miami University on a U.S. Navy Scholarship and has also received an MBA from Embry-Riddle University.

Robert Gerstemeier is a Fee Only Financial planner in Loveland, OH. Robert Gerstemeier is a NAPFA-Registered Financial Advisor.
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Gerstemeier Financial Group, LLC offers financial planning, investment management, and income tax preparation services for individuals, small businesses, charities, and corporate retirement plans. The firm was created to provide customized solutions to meet the goals and objectives of our clients. We recognize that in today's fast paced and complex world, there are no easy solutions to the concerns and issues we face in our financial lives.

Unlike most financial advisory firms, we work on a Fee-Only basis. We receive no commissions or other types of compensation for any investment, insurance, or other financial products we recommend to our clients. We believe financial advisors that are compensated by commissions from product sales have an inherent conflict of interest.  As a result, it is difficult for clients to discern if they are truly receiving the most appropriate and unbiased advice. With our Fee-Only structure, our interests will always be aligned with your objectives.
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