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Professional &
Educational Accolades

  • Holds Series 7, 63 & 65,
    Life & Health Registrations

  • Ohio University, B.A. in Pre Law

Robert Warther 

CEO & Founder

Bob Warther represents one of the most brilliant minds of the financial services industry elite. Since the beginning of his career in 1972, Bob has gained the knowledge and expertise rarely achieved by other advisors. His commitment has always been to achieve extraordinary outcomes for every client. Bob possesses an innate ability to understand a client's needs from a truly holistic perspective. This results in a unique service experience and rare advice that is outside the realm of normal expectations. His authority and experience concerning capital accumulation, estate and trust planning, and tax saving strategies, enables him to tailor programs that achieve and exceed his client's objectives. Bob pushes himself and his company beyond mediocrity towards extraordinary results.


Bob has assisted hundreds of individuals and businesses enabling them to save significantly on their taxes, achieve overall financial success, and bring about peace of mind. He often acts as a "quarterback" for large families tackling and executing large and dynamic financial concepts. He has earned a reputation for outstanding service by providing a truly personal experience for his clients. He is surrounded by a talented support team; each an expert and specialist in their own field.


Born and raised in Dover, OH, Bob holds a Bachelor of Arts Degree in Business Administration Pre-law from Ohio University in Athens, OH. He has earned a lifetime membership in the Million Dollar Round Table and consistently qualifies for membership in the prestigious Top of the Table. Bob is annually recognized as an industry leader for superior client service and extraordinary achievement.

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