Clarity, Strategy, Measurable Progress
We design disciplined, customized strategies that organize complex wealth into a clear framework. Every engagement starts with defined objectives, risk parameters, and benchmarks, so progress toward retirement, tax, and legacy goals is measured, reported, and refined over time.
Decades Guiding Complex Portfolios
For the past 30 years he has focused on investment consulting and strategy for mid‑market and institutional retirement plans, foundations, and high net worth families.
Enhanced Dynamic, the Smart Beta Overlay®
Robert B. Rowe, Jr., CIMA®, Global Fund Fiduciary Specialist (GFS)®
Senior Partner & Managing Partner
Robert B. Rowe brings more than 45 years of experience in the financial services industry, including the past 30 years focused on investment consulting and strategy for mid-market and institutional retirement plans, foundations, and high-net-worth families.
Robert is a Certified Investment Management Analyst® (CIMA®), Global Financial Steward (GFS®), and Retire Mastery Consultant (RMC). His work centers on helping clients navigate complex investment decisions through disciplined strategy, thoughtful analysis, and long-term perspective.
Throughout his career, Robert has held leadership roles with firms including Morgan Stanley, Prudential, and Oppenheimer, building extensive experience in financial services leadership, investment management, and client strategy. As Senior Partner and Managing Partner, Bob provides leadership across the firm while working closely with clients whose financial objectives require informed investment oversight, thoughtful consultation, and personal accountability.
David J. Strnad, CIMA®
Senior Partner — Business Development
David J. Strnad brings 37 years of experience in the financial services industry, with expertise spanning investment consulting, business development, fundraising, and wealth consulting. He is a Certified Investment Management Analyst® (CIMA®) through Wharton.
David specializes in developing new business lines, fundraising for startups and hedge funds, and advising high-net-worth clients on estate consulting and special-needs considerations. Before joining Rowe Consulting Group, he served as a Senior Financial Advisor with Wells Fargo Advisors and Morgan Stanley, where he developed extensive experience in investment consulting and long-term client relationships.
A veteran U.S. Army Officer, David instructed Counter Terrorism and commanded both a Medical Company and a Rapid Response Medevac team.
The Path To Stewardship
Advanced Fiduciary Expertise
Earning CIMA®, GFS®, And RMC
Bob and David earned advanced credentials, including CIMA®, GFS®, and RMC, deepening their investment management, fiduciary, and retirement consulting expertise.
Early Career
Entering Financial Services
Our advisors began their financial services careers, building the technical foundation that now supports disciplined, process‑driven portfolio management.
Military Service
Leadership And Crisis Management
As a U.S. Army officer, David commanded a Medical Company and Rapid Response Medevac team, sharpening logistics, preparation, and crisis management skills.