Robert Riedl
CPA, CFP®, AWMA®
Endowment Wealth Management
CEO & Director of Wealth Management
Robert Riedl
CPA, CFP®, AWMA®
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.
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 Riedl 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 Riedl 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 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.
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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.
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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.
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Endowment Wealth Management is Featured in The Suit: "Endowment Style Investing Creates Stability"
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Endowment Wealth Management is Featured in The Suit: "University Endowment Model Inspires Investment Firm"
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Robert Riedl Named to Investopedia Top 100 Advisors List for 2019
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Robert Riedl is Quoted in the Wall Street Journal: "Adviser Finds an Annuity's Hidden Benefit"
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Robert Riedl is Quoted in MarketWatch: "5 keys to a successful late-start retirement plan"
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Robert Riedl is Quoted on The Huffington Post: "What Do Stock Market Jolts Mean for My 401(k)?"
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Endowment Wealth Management has an A+ rating with the Better Business Bureau
Contact Robert Riedl
Office Locations:
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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
