Robert Riedl (AWMA, BS, CFA, CFP®, CPA, MBA)

Robert Riedl focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Business Owners
  • Charitable Giving
  • High Net Worth Client Needs
  • Medical Professionals
  • Retirement Plan Investment Advice

Planning Specialties

Our Planning Specialties We specialize in helping pre-retirees, retirees, and high-net-worth families with comprehensive financial planning, including: Retirement Income Strategies – Creating sustainable withdrawal strategies and Social Security optimization. Tax Planning – Proactive tax strategies, Roth conversion analysis, and tax-efficient withdrawal sequencing. Investment Management – Evidence-based portfolio design with an emphasis on low-cost, globally diversified strategies. Estate Planning – Coordinating with estate attorneys to ensure wealth transfer goals are met. Charitable Giving – Helping clients maximize their charitable impact through donor-advised funds and qualified charitable distributions (QCDs).

NAPFA Start Date

October 01, 2019

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

875 N Michigan Ave. Suite 3100 Chicago, IL 60611-1779 Phone: (312) 373-3850

Other Offices

110 Traders Cross Okatie, SC 29909 Phone: (920) 785-6010
N19 W2440 Riverwood Dr. Suite 350 Waukesha, WI 53188-1182 Phone: (262) 832-3827
W6272 Communication Court Appleton, WI 54914-8531 Phone: (920) 785-6010
2810 Crossroads Dr Ste 400 Madison, WI 53718-7942 Phone: (608) 819-5899