Robert Riedl


Endowment Wealth Management

CEO & Director of Wealth Management

Robert Riedl


Endowment Wealth Management

CEO & Director of Wealth Management

As a fiduciary fee-only wealth adviser, our professional team's focus is to offer unbiased financial planning advice to help you tax and risk efficiently achieve your life goals. I truly understand your desire to relax, enjoy your life, live your adventure while also protecting your most valued asset, your family! - Robert Riedl, CPA, CFP®, AWMA®

Fee-Only SEC Registered Investment Advisory (RIA) firm that provides fiduciary financial planning and wealth management services.
We have offices conveniently located in Appleton, Green Bay, Madison, Milwaukee, Chicago, and Hilton Head to serve clients locally and across the country.

Robert Riedl is a Wisconsin-based fee-only financial planner located in Appleton, Green Bay, Madison, Milwaukee, Chicago, and Hilton Head.  Endowment Wealth Management uses The Endowment Investment Philosophy® to build portfolios using the 3-Dimensional asset allocation methodology pursued by major universities like Yale and Harvard, offering the potential for superior risk-adjusted returns and lower volatility through all market cycles. 

Endowment Wealth Management specializes in financial planning and family wealth management to help pre and post-retirees, business leaders, medical professionals, philanthropic families, and real estate investors organize, grow and protect their assets through life’s transitions.   

Robert Riedl directs the Family Wealth Management services of the Company.  He is the first point of contact for our prospective clients, conducting introductory meetings with clients to discuss their family dynamic and wealth management needs.  Rob assumes the role of the client family’s Chief Financial Officer and coordinates with the client’s current professionals (i.e. attorney, tax accountant, stockbroker, insurance agent) to provide an integrated wealth management plan.

Rob’s 30 years of professional experience is key when consulting with client families, businesses and institutions.  He began his career at Arthur Andersen & Co., as a staff accountant, serving the needs of small business clients.  He was the founder and President of Fox Valley Spring Company and President of Oak-Bay Corporation.  Additionally, Rob held a consultant role providing strategic advice to entrepreneurs in areas such as corporate structure, customer base, product mix and systems.  For the past ten (10) years, Rob was the Director of Wealth Management and a Member of the Investment Committee at Sumnicht & Associates, LLC.  During Rob’s tenure with his prior employer, the entity won numerous accolades and rankings from Bloomberg and Worth magazines. He was involved in helping incubate and launch their ETF model management business in February of 2005 under the brand name iSectors.

Rob received his Bachelor’s Degree from Marquette University with a double major in Accounting and Finance.  He received his CPA designation from the State of Wisconsin in 1983, became a Certified Financial Planner (CFP®) in 1984, and received his Accredited Wealth Management: Advisor (AWMA®) designation from the College for Financial Planning in November of 2005.

Robert Riedl 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.

Endowment Wealth Management Inc (EWM) is an SEC Registered Investment Advisor (RIA) and Multi-Family Office that has the mission to provided "Fee-Only" holistic family wealth management advice that will sustain our client's multi-generational family wealth, unity and legacy.  EWM's professional team works together to generate a detailed Family Wealth Plan which is written in plain English. We then implement our 3-D Endowment Investment Philosophy to tailor a portfolio that meets each client's personal risk tolerance, goals and retirement needs.  EWM currently serves clients in 12 states and provide clients with real-time access to our digital wealth portal and secured vault to organize their lives.

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


  • 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 Riedl 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 Riedl 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.

  • Financial Planning Association
    Robert Riedl is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • CPA - Certified Public Accountant
    Robert Riedl is a Certified Public Accountant (Learn More)

    A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.

  • AWMA® - Accredited Wealth Management Advisor®

    Robert Riedl is an Accredited Wealth Management Advisor® (AWMA®)

    Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

Contact Robert Riedl

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:

  • W6272 Communication Ct
    Suite 100
    Appleton, WI 54914
  • 111 N. Broadway
    Suite 100
    Green Bay, WI 54303
  • 2810 Crossroads Dr.
    Suite 4000
    Madison, WI 53718
  • N19 W24400 Riverwood Dr.
    Suite 350
    Waukesha, WI 53188
  • 875 N. Michigan Ave.
    Suite 3100
    Chicago, IL 60611
  • 5 Fallen Arrow Court
    Hilton Head, SC 29926

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, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser