The best route starts with education, guidance, and support.
We understand discussing finances is uncharted territory for many. That's why we're committed to changing that perception through education.
With our guidance and support, we'll help you gain the knowledge and confidence needed to navigate ever-changing financial landscapes. Even when there are bumps in the road, we're here to provide a smooth journey.
Robert R. Ruhl
Wealth Advisor
I have been a financial advisor since 2017. In 2024, I made the decision to take my business private and build my own firm, Onward Wealth Management, in affiliation with Commonwealth Financial Network. Prior to building my own firm, I was with Edward Jones for 7 years. Before that, I was a senior processor for the large corporate 401k division at JP Morgan Retirement Services, named Empower Retirement.
I graduated from the University of Missouri-Kansas City with a bachelor's degree in business administration and finance. I married my wife, Alison Benedict, in March 2022. She is my forever-camping partner, and we live in a giant playground full of natural wonders, so it's important to us to see it all.
My goal is help you find comfort in your finances. Together, we will partner to build a Financial Map that will guide us and help you realize your financial dreams for both you and your family. My vision is to create, build, and expand on client relationships through finding what is important to you while earning your trust in me and the plan.
I believe that it is important to invest my time in understanding my clients' dreams and values before they invest their money. My primary goal is to help people develop a strategy geared toward their long-term goals, while always keeping an eye towards their legacy. I use an established process to develop personalized strategy maps to help clients achieve their goals and reach their ideal retirement destination. Once we have mapped out the route, I maintain consistent contact to inform them of any developments, and will work closely with them and their CPAs, attorneys and other professionals, always keeping client information confidential.
I am proud to serve a wide variety of clients, whose goals range from planning and living a successful retirement, to growing wealth, to leaving a healthy legacy and protecting their estate. I often work with multi-generation families to develop specialized strategies of wealth transfer; ensuring the ones left behind are left better than they were before. Many of my clients are small business owners with whom I create strategies for business succession, asset growth, and tax reduction.
In addition to work and family, I prioritize giving back to the community. I am a proud member of the South Monaco Optimist Club where we focus our time on helping underprivileged youth in our community. You may have stopped by our Annual Tree Lot or participated in one of our middle school Brain Bowls.
Let's get your money working for you! First, we need a map.
Blazing trails with the Optimist Club of Monaco South.
Robert Ruhl is a member of the Optimist Club of Monaco South. The Optimist Club devotes time, energy, and resources to making a positive influence on the lives of young people. It also helps foster social and business relationships with people from a cross section of our community. Optimist Club members get immense satisfaction in making a difference in the lives of others. Click here to learn more.
