About Robert

On a sunny day, in the spring, summer or fall, you can find Bob Bentley behind the wheel of his vintage 1956 Jaguar XK 140. The act of restoring the car over a period of 20 years speaks to what has made Bob a sought-after financial consultant. Strong on analytics and long on patience, Bob gets tremendous satisfaction from taking clients who are heading in the wrong direction financially and setting them on the right path. With more than 20 years experience in wealth management at T.E. Wealth, Bob has the expertise to affect all facets of a client’s financial life – financial planning, investments and estate planning. His previous experience as a small business owner and portfolio analyst for a major brokerage firm makes him a valued resource for his many clients.

The independence Bob enjoys under T.E. Wealth’s fee-only approach is important to him – he likes the fact that the only thing he needs to sell to clients is himself. And his clients are clearly buying! Many of them have been with Bob for ten years or longer and view him as a loyal advisor who takes care of them. Not surprisingly, nearly all of Bob’s new business today comes directly from client referrals.