Robert Gerstemeier
CFP®, EA, MBA
Gerstemeier Financial Group
Principal
Robert Gerstemeier
CFP®, EA, MBA
Gerstemeier Financial Group
Principal
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robert Gerstemeier, CFP®, EA, MBA
Fee-Only financial planner with offices in Oak Brook, IL and Cincinnati, OH.
Gerstemeier Financial Group provides comprehensive and objective financial planning, investment management, and tax planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Robert Gerstemeier is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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 with offices in Chicago and Cincinnati. Robert Gerstemeier is a NAPFA-Registered Financial Advisor.
Robert Gerstemeier 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.
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.
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
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Robert Gerstemeier is a NAPFA-Registered Financial AdvisorThe 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.
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Robert Gerstemeier is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Robert Gerstemeier is an Enrolled Agent with the IRS (Learn More)An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
Contact Robert Gerstemeier
Office Locations:
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1415 22nd St.
Tower Floor
Oak Brook, IL 60523 -
6851 Clubside Drive
Loveland, OH 45140 -
7024 Pelican Bay Blvd.
Naples, FL 34108
