Partner with Robert to create a unique plan for your financial well-being, for now and for years to come.
Helping Clients Navigate Their Financial Futures
“Financial Planning is the intersection between the qualitative and quantitative components of our lives; we often define our needs and goals in terms of dollars and cents, which actually represent our principles, values, and aspirations. In our process, we’ll start with who and what is important to you, establish and define your life goals, and create a vision for the future. From there, we will analyze your current situation and develop a flexible strategy to align your current behaviors with your desired outcomes. Given that our world, markets, and lives change regularly, we’ll also develop a cadence for monitoring and adjusting your plan as your needs change over time.”
Check the background of this financial advisor on FINRA’s BrokerCheck website.
About Robert
With 5 years at Citadel Wealth Management, Robert brings dedicated experience to individuals, families, and small business owners. Whether working with any of these groups, Robert takes his clients' unique circumstances into consideration, helping to guide and inform their immediate and future plans and goals for results that will be most beneficial to them.
He holds a Bachelor of Science degree in Economics from Penn State University.
Awards & Recognition
- 2025 Member Excellence Award — Citadel Credit Union
Certifications
- Life, Accident, and Health Insurance Licensed in PA
- Series 7 General Securities Representative
- Series 66 Investment Advisor Representative
Regional Coverage
Robert's regional coverage includes Citadel's Warminster, East Norriton, and West Norriton offices
Schedule your consultation today!
Robert takes his clients’ unique circumstances into consideration, helping to guide and inform their immediate and future plans and goals for results that will be most beneficial to them. Partner with Robert to create a unique plan for your financial well-being, for now and for years to come.
Email: RobertElwell@citadelbanking.com
Phone: (610) 380-6008
Assistant: Grant Gaugler, (484)-713-3789