Robert Owen Email & Phone Number

Over 40 years ago, I began my career as a financial consultant. My priority has always been helping my clients meet their financial goals and find solutions where there is concern. Since 2012, I have focused on the healthcare field working with surgeons of all specialties to create, manage, protect, and distribute wealth. Our firm specializes in creditor and asset protection and tax-advantaged income and wealth strategies for Surgical Specialists. We also help private practices with buy/sell for partners, disability buyouts, pension formation, and practice management and benefits. We work with surgeons around the United States, many of whom are members of the AANS, AAOS, AAPS, ASAPS, MOHS, NASS, Transplant (ISHLT) Society, and Vascular Surgery. With offices around the country, we are able to leverage local knowledge in our advice and recommendations.In addition, as both an entrepreneur and consultant, I have successfully mentored two startup companies and received a patent along the way. While I enjoyed assisting in the development of these companies, my primary motivation was my clients’ best interest. Both business enterprises developed as a result of trying to address problems for my clients and work with them to find solutions for their investment and insurance (life, disability & annuity) needs.

Listed skills include Charitable Giving Strategies, Estate Planning, Financial Needs Analysis, Charitable Remainder Trust Strategies, and 4 others.

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  The College Of William And Mary

  Business Administration