Personal Finance Strategist for entrepreneurs & business owners

I help entrepreneurs & self employed business owners create a financial strategy for their personal lives and coordinate it with their business planning.

Having separate professionals operating in silos leads to missed opportunities.

My process eliminates that pitfall.

✅ Independent
✅ Fiduciary
✅ Advice Driven

Mentor, VillageX Accelerator
2023 - Present

Panel Moderator
2025 3rd Coast Venture Summit

Speaker
2025 MoneyFest

Robert McAlister, WMCP

Hi, I'm Robert

I'm a fiduciary investment advisor helping my fellow entrepreneurs, executives and self-employed professionals take control of their personal finances. Typically finances take a back seat to business growth or leading a team. I help to systemize and automate your money.

After a career on Capitol Hill in the US House of Representatives and working for some rapidly growing startups, I understand the pressures of trying to grow an organization.As a business owner myself, I am passionate about helping my fellow entrepreneurs take control of their personal finances so they can focus on their business.I hold a WMCP®, Wealth Management Certified Professional designation from The American College of Financial Services and a BA from Louisiana State University.