Robert M. Wade

With over 30 years of experience in financial services, Robert Wade brings a wealth of expertise and dedication to his role. He holds the Series 6, 63 and 65 registrations with LPL Financial and is licensed for life, accident, health insurance, and annuities.

Before founding R.M. Wade & Company, Ltd. in 1998, Robert honed his skills at New England Securities, Northwestern Mutual Life Insurance, and a private health insurance firm.

Robert is passionate about helping clients maintain and build wealth through effective financial planning and investment management. He is also one of the original SmartVestor Pros with Dave Ramsey's program, which started over 20 years ago.

Robert’s approach to financial advising is deeply influenced by his family heritage. His grandfather began selling seeds across Canada at a very young age, eventually becoming a partner at a regional bond brokerage firm in Toledo, Ohio. He then went on to become the CEO of a regional gas utility in southern Michigan. Robert's father also became successful, both as a partner at a regional brokerage firm and later as CEO of the same gas utility. Both men knew the importance of honesty, trust, and responsibility, values that have guided Robert's life both personally and professionally.

Robert resides in both Boca Raton, Florida and Toledo, Ohio. He enjoys golf, skiing, and sailing in his leisure time. He loves spending time with his wife, Marina, and their three daughters. Robert also cherishes his time with their yellow lab, Della.