ROBERT McALISTER
Personal Finance Strategy for busy entrepreneurs & the self employed
I help entrepreneurs, self employed, & high income professionals like you create a financial strategy for their personal lives and actually make it happen. You don't have time to DIY everything. Hire a fiduciary wealth advisory team to get you the clarity you need and give you unbiased, objective advice.
✅ Independent
✅ Fiduciary
✅ Advice Driven
Robert McAlister
Wealth Advisor & Strategist
Hi, I'm Robert
I'm a wealth advisor helping my fellow entrepreneurs, executives and self-employed professionals take control of their personal finances. Typically our finances take a back seat to business growth, leading a team or just living life. I help to systemize and automate your money.
After a career on Capitol Hill in the US House of Representatives and working for some rapidly growing startups, I understand the pressures of trying to grow an organization.As a business owner myself, I am passionate about helping my fellow entrepreneurs, executives and self employed hustlers take control of their personal finances so they can focus on their business.
Are you asking yourself the right questions?
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When you hire a fiduciary team, you get :
Actual Progress on what matters & Objective Advice
We all know the things that pop up on our to-do list year after year, only to be put off another year. With the clarity of a team at your side, you will have the knowledge, power and support you need to make things happen. Plus, you are not working with someone who pushes products, proprietary funds or commission based investments. You have a fiduciary partner that will give you the advice that is right for you.
More Time with Friends & Family
We think we have time to be a DIY investor, financial planner, tax strategiest and handle all our personal finances, while also leading a company or team. But the truth is that the modern economy and tax structure gets more complex each year. There are things you don't know you don't know and spending your spare time researching means less time for personal life -- that doesn't sound like fun! Spend your free time with family and friends, let us handle the rest.
Security and Peace with a plan
When you have a plan you feel better. With a team at your side you will have a precise list of things you need to work on and things we are handling for you. That will reduce the anxiety and worry around the question "Should I be doing more?"
Our Technology
A comprehensive look at your entire financial life, accessible from anywhere.
Our Process
Our process is very simple. First we have to find out what you desire help with and what type of life you want to build. We need to find out if we share the same philosophy around behavioral change, investing and working together to build something greater. Then we will move forward and layout the path for you to achieve these things.
📞 30 Minute Intro Call -- We will learn more about each other and your goals. If you and I are a fit, we will schedule a Zoom discussion to determine exactly how we can assist you.
❓ Decision -- If we are a good fit, we will move forward. OR If you would be better with a DIY approach - I will give you a tutorial on how to open your own accounts and take action on some things by yourself.
📆 Client Onboarding -- If you decide to hire us to be your Wealth Advisor and Financial Strategist, we will meet and bring you fully onboard as a client in less than 14 Days and layout the path to achieve your desired outcomes over the next 12 months. We will learn more about you, your family, your business and specifically share how we can help you achieve the life you are trying to build.
Links & Disclaimers
Disclaimer: This is my personal website. If you want to reach out to me professionally for an official meeting or phone call, please click the schedule link above or visit www.VarsityWealthllc.comRobert McAlister uses Varsity Wealth as a marketing name for doing business as (DBA) an Investment Advisory Representative of Meridian Wealth Management, LLC. Advisory services are offered through Meridian Wealth Management, LLC, an SEC Registered Investment Advisor. Insurance services are offered through Varsity Wealth. Varsity Wealth is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Varsity Wealth and Meridian Wealth Management, LLC are unaffiliated firms