Robert Stoll
CFP®, CFA
Financial Design Studio, Inc.
Financial Advisor
Robert Stoll
CFP®, CFA
Financial Design Studio, Inc.
Financial Advisor
I am a fee-only financial advisor that works with busy Christian families on their important life goals, such as retirement and college planning. Every financial plan is tailored to your family's unique characteristics. Take stress off your marriage by working with me on your family's financial plan. To learn more, please visit my website. - Robert Stoll, CFP®, CFA
Serving clients in local communities, such as Arlington Heights, Barrington, Buffalo Grove, Lake Zurich, Libertyville, and the Greater Chicagoland Area. We also provide virtual services to clients nationwide.
Robert Stoll is a Barrington, IL fee-only financial planner. Financial Design Studio, Inc provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Robert Stoll is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Robert Stoll is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) serving the financial planning and investment needs of clients through Financial Design Studio (“FDS”). He has over two decades of experience in investment management, previously helping manage more than $20 billion of assets for pension funds, endowments, and other institutional investors.
My wife Glenda and I have four children ranging from age 25 to 12. Our oldest daughter recently married and our son is off to college for the 2019-2020 school year. Raising a family and giving each kid the attention they deserve isn’t easy but we are grateful to God to have kids that love Jesus and have servant’s hearts.
In our spare time, we enjoy serving in our local church and hosting friends and family at our home. Glenda is from Guatemala, so we take the opportunity each year to go down to visit friends and family and explore different parts of the country, which is beautiful with all the volcanoes and nature it has.
My passion outside of work is trying to become a decent cook, particularly smoking barbeque. I’m hoping to take my BBQ skills to the next level by competing in local competitions after taking 4th place in Beef Brisket in my first comp in 2015!
Robert Stoll 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
Discover more about comprehensive financial planning, how it works, and how much it costs by visiting our website:
- Services & Pricing: Here, you'll be able to learn more about what comprehensive financial planning is and how much it costs.
- About Robert Stoll & FDS: Learn more about my background and why I created Honey Lake Advisors. There is also a Frequently Asked Questions section where I try to answer some of the most common questions I get.
- Finally, you can TAKE THE FIRST STEP by booking a Free Consultation. Visit our Contact page to learn more about what the Free Consultation looks like.
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
- Charitable Giving
Ideal Clients
- Christians
- Business Owners and Executives
- Growing Families
- Retirees and Near Retirees
- 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 Stoll 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 Stoll 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 Stoll is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Robert Stoll is a CFA® charterholderA Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute. A CFA designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. All of which make members unparalleled professionals who are fully engaged in raising the standards of the investment management industry.
Contact Robert Stoll
Office Locations:
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21660 West Field Parkway
Suite 118
Deer Park, IL 60010