Advisor at Virgil Wealth Advisory
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Firm
Virgil Wealth Advisory
Location
Cincinnati, OH
Credentials
CFA®, Series 63, Series 65
Industry experience
4 years
Robert Maher is a CFA® charterholder and financial advisor at Virgil Wealth Advisory with seven years of industry experience. He has previously worked at J.P. Morgan and First Data. Outside of his advisory role, he serves as Head of Ventures at National Veterinary Associates, where he focuses on developing innovative partnerships. Virgil Wealth Advisory provides investment management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs a primarily passive investment approach using index mutual funds and ETFs, supplemented by fundamental analysis, and offers tailored portfolio management along with comprehensive financial planning and estate-planning assistance.
Based on Virgil Wealth Advisory
$1,500 flat fee for estate planning
0.75% annually
Cincinnati, OH
New York · Ohio
National Veterinary Associates
2021 - Present (5 years)
Virgil Wealth Advisory
2019 - Present (7 years)
First Data
2017 - 2021 (4 years)
J.P. Morgan Institutional Investments Inc.
2015 - 2017 (2 years)
JPMorgan
2012 - 2017 (5 years)
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