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How We Work With You

What Makes the Roberts & Kohler Group Unique?

Before any recommendations are made, we listen to you. We want to get to know your objectives and concerns before developing a possible solution. We work together to establish attainable goals and steps to reach them. Once we implement this plan, our team will work hard to monitor performance and make changes as needed. Visit and experience our unique feel for yourself.

  • We value personal relationships that are bound by integrity and mutual respect.
  • We place the interests of our clients first; as an employee-owned firm, we answer only to you.
  • Independent advice; no proprietary products and no compensation from anyone but our client.
  • 160 years of team-combined industry experience; advanced designations.
  • Respected and trusted reputation in industry; not one team member with a blemish during long tenure.
  • Investment management solutions with an institutional philosophy and process.
  • Absolute Commitment to our client;
    • We do not jump from institution to institution
    • Loyal co-workers - four team members with our firm 30+ years;
    • Team’s succession plan includes two young advisors to work with you through your retirement.
  • Comprehensive Financial Planning (investments, estates and trusts, education funding, insurance) from Baird experts in their respective fields!
  • Exemplary client service