Robert A. McLarnon, EA – Founding Partner
Rob is one of the founding partners of Bucks County Wealth Management. Rob has over 20 years of public accounting experience guiding clients to meet their financial goals. Rob holds his Series 7 and Series 66, and is licensed to sell life, long term care and disability insurance. As a fiduciary, he puts his clients needs first. Rob focuses on preparing personal and business financial planning, individualized tax preparation, estate tax preparation, business tax preparation and tax/financial management.
When we work together you can expect:
- Financial advice based on your risk tolerance, needs, and goals.
- Personalized position recommendations for diversification and protection from uncertain markets.
- Regularly scheduled meetings.
- Implementation of tax mitigating strategies.
- Estate planning.
When Rob is not working, he and his family enjoy spending weekends at the Jersey shore.