Robert Stromberg is a CFP-designated registered investment advisor at Mountain River Financial, based in Jenkintown, PA, with 14 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Estate Planning, Financial Planning & Coaching, Gen X, and 5 more. Their firm serves 28 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is included as part of Mountain River Financial's ongoing financial planning service. It is not offered as a stand-alone service. The fee for ongoing financial planning is based on your household net worth.
Contact
Robert Stromberg
Location
Jenkintown, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mountain River Financial
Previous Registrations
Symmetry Partners
State Registrations1 state
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Additional Information
My name is Rob Stromberg. I’m a CFP® and the founder of Mountain River Financial. I provide fiduciary and fee-only advice, investment management, and financial planning to high-income couples in their thirties. I help them make wise and purposeful decisions with their money so they can live a rewarding life today, while building wealth for a prosperous tomorrow.