Robert Finley

CFA®, CFP®

Virtue Asset Management

Financial Advisor

Contact Me

Robert Finley

CFA®, CFP®

Virtue Asset Management

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robert Finley, CFA®, CFP®

Contact Me

(847) 892-7145

Website

Fee-Only Financial Planner serving the Chicago, IL area.

Robert Finley is a Barrington, IL fee-only financial planner. Virtue Asset Management provides comprehensive financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Robert Finley is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Robert Finley is a CFA® charterholder and a Certified Financial Planner™ certificant with 15 years of experience. Robert most recently managed over $375 million in assets for high net worth individuals as a Senior Portfolio Manager.

Robert grew up in Glenview, Illinois and graduated from Indiana University with a Bachelor of Science degree in Business, Finance major. He started his career in Wealth Management at LaSalle Bank, managing money for high net worth individuals, business owners, foundations and endowments. In 2007, LaSalle Bank was purchased by Bank of America and the Wealth Management department was integrated with U.S. Trust. In April 2013, Robert moved to TIAA-CREF's Trust department as a Senior Portfolio Manager. He launched Virtue Asset Management, an independent asset management company, in 2016.

In addition to his professional certifications, Robert is also a member of American Mensa and the National Association of Personal Financial Advisors (NAPFA). He lives in Barrington, Illinois with his wife and two children.

Robert Finley is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

You worked hard to accumulate your wealth. Virtue Asset Management is an independent company offering customized solutions and superior customer service to help you grow and protect your assets from unnecessary risk.

Our independence means you are served with unbiased, objective advice. It allows us to recommend products and solutions without any conflict of interest.

To achieve a heightened level of customization for each client in a cost efficient manner, we create diversified portfolios using individual stocks and bonds combined with exchange traded funds (ETFs). When appropriate, we will utilize mutual funds and options. Our portfolios are tax-optimized with a focus on maximizing after-tax returns on a risk-adjusted basis.

It is imperative for clients to be well informed about potential risks and rewards of their portfolios. We take prudent risks with our investments and rest assured that we will continue to monitor any changes in your portfolio or risk-reward profile.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Robert Finley is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Robert Finley is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CFA - Chartered Financial Analyst

    Robert Finley is a CFA® charterholder

    The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.

    This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.

Contact Robert Finley

(847) 892-7145

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 308 W. Main Street
    Barrington, IL 60010
  • 155 N. Wacker
    Suite 4250
    Chicago, IL 60606
  • 2700 Patriot Blvd
    Suite 250
    Glenview, IL 60026

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser