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Financial Planning | Cornelius, NC

Effective, personal, proactive financial planning

We help business owners, professionals, and retirees organize their finances, reduce tax drag, and make confident decisions for the future.

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What Problems Do We Solve?
  • Tax-efficient planning
  • Personalized investment strategies
  • Always client first

Overwhelmed by choices and unsure who to turn to?

Between DIY tools, online “experts,” and one-size-fits-all advice, it’s easy to feel uncertain about your next financial move. 

You may have income, investments, and assets—but no cohesive strategy. You’re tired of one-size-fits-all plans and sales pitches. Whether you’re preparing for retirement or managing real estate and business wealth, you deserve advice that’s actually built for you.

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Working with RB Wealth Partner means:

  • Advice that adapts to your life
  • Planning that helps you live now and build for later
  • Removing uncertainty
  • Getting proactive with taxes and investments
  • Feeling more confident with each financial decision
Let’s talk about your next step

Planning that starts with your priorities

We’re not beholden to anyone else’s agenda. Our advice puts your interests first, with services including:

Tax Planning that goes beyond April 15

Retirement Income Strategies that turn savings into a sustainable plan

Portfolio Management designed with your goals—and tax efficiency—in mind

Estate and Insurance Planning to protect what matters

Business and Real Estate Solutions for more complex needs

Our approach is proactive and practical. You bring the questions. We’ll bring the strategy and clarity.

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A steady partner who listens first, acts second​

Rob founded RB Wealth because he saw how much noise and confusion exist in this industry. His goal: to cut through it all with a steady, personal approach. No pressure. Just clarity and forward momentum.

Whether you’re navigating a business exit, approaching retirement, or just tired of winging it solo—we’ll help you build a strategy that actually fits your life

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3 steps to financial clarity

Book a no-pressure call

We’ll talk through your top concerns and see if we’re a fit.

Get advice right away

Get insight and ideas—before you commit.

Choose a path forward

Work with us on a one-time plan—or build an ongoing partnership.

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What Our Clients Say About Us

Backed by 5-Star Google Reviews

5.00

We have been using Rob as our financial planner and advisor since 2018 and have been very pleased. Rob does a great job of listening to our needs/wants and has assisted us in developing a plan to achieve those goals. I would heartily recommend Rob and RB Wealth Partners.
Client 9 months ago
My wife and I have been working with Rob for about 8 years as our financial advisor. He has proven to be trustworthy, precise, and knowledgeable of various investment opportunities that fits our needs and goals. With the addition of Swayze to RB Wealth Partners team, it's no surprise that she has demonstrated the same high quality of excellence and professionalism as Rob. The tandem has exceeded all our expectations and we are very pleased with their services. Thanks Rob and Swayze for all that you do!!
Client 8 months ago
Rob is a great guy with a wealth of knowledge about the market and really everything financial. He has a great team and great software to keep you informed on your investments. Rob has really helped me with investment strategy, but also life stuff in general. With his guidance, I feel as though I'm MUCH better set up for the future. Most importantly, I trust Rob, and that's all I really wanted in a financial advisor.
Clienta year ago
I have worked with Rob for many years. He has guided me through many changes in my life and now is guiding me through retirement. I am so grateful for all he has done to assist me.
Client5 months ago
Working with Rob has literally been "life changing". Rob's professionalism, knowledge and experience has enabled confidence in my current and future financial goals. I appreciate Rob's unique mix of pragmatic and visionary methods towards financial goal setting and planning. I highly recommend Rob and his LPL team to anyone who wants to be more active in planning for their financial security.
Clienta year ago
Our experience with RB Wealth has been better than great !!! Their patience and willingness to help us in so many areas has been beyond their call of duty. They have made my transition to retirement stress free.
Client10 months ago

This statement is a testimonial by a client of the financial professional. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Working with

means:

  • Advice that adapts to your life
  • Planning that helps you live now and build for later
  • Removing uncertainty
  • Getting proactive with taxes and investments
  • Feeling more confident with each financial decision
Let’s talk about your next step

KEEP GROWING

Want clarity in your financial journey?
Stay connected.

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