Robert Wilgos

CFP®

Summit Financial Advisors, LLC

Financial Advisor

Robert Wilgos

CFP®

Summit Financial Advisors, LLC

Financial Advisor

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

(215) 579-1005

Fee-Only financial planner located in Newtown, PA, serving clients locally and across the country

Meet Robert Wilgos

Robert Wilgos is a fee-only financial advisor at Summit Financial Advisors, LLC, located in Newtown, PA

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

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

Professional Designations & Affiliations

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

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

Contact Robert Wilgos

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.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • 12 Penns Trl
    Ste 351
    Newtown, PA 18940

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