Rob Grossheim

Rob’s interest in money and investing was heightened after watching the movie Wall Street in the mid-80s. While in college, this caused him to pursue an internship with an international brokerage firm in Cincinnati where he was responsible for helping to analyze pension fund managers. Once he experienced Black Monday and the flash crash of 1987, he realized that being a stockbroker or stock analyst wasn’t enough; he wanted to help people understand the risks and the rewards of the markets and how they can help them accomplish their goals. This led to his desire to create a financial planning practice once he graduated from Miami University in 1990.

He started this practice under the umbrella of Lincoln Financial Advisors (LFA) which allowed Rob to operate as an independent advisor while having a support team and mentors to get his career off the ground. He received his Certified Financial Planner^® designation and MBA from Xavier University by 1996. In 1999, Rob was approached and agreed to become the Regional Director of Financial Planning, Investments and Practice Management for the Cincinnati Office LFA, which gave him an opportunity to experience working for a large wealth planning company while being able to maintain a core group of clients from his practice. In this role, he was responsible for technology, financial planning and investment support delivery to over 100 advisors in the Cincinnati and Louisville areas.

Despite learning a great deal from this management role, Rob soon realized that he could have a much greater impact working directly with clients, doing so as their representative as opposed to a financial industry representative. This was a subtle but significant shift that spawned Family Wealth Advisory Group, LLC^® that would grow by accepting a fiduciary role in serving its clients. This meant that the firm would act in the best interests of the client as opposed to a firm with growth quotas for selling its products and services. In 2004, Rob left LFA to create Family Wealth Advisory Group, LLC^® as a fee-only registered investment advisory firm registered with the Securities and Exchange Commission.

Other than Family Wealth Advisory Group, LLC^® activities, Rob has a passion for and is active with his family, his community and his industry. A former 40 under 40 award winner, Rob has served as President of the Financial Planning Association of Southwest Ohio, President of the Cincinnati Estate Planning Council, Vice Chairman of the Investment Committee of the Board of Directors for the Children’s Home of Cincinnati, Vice President of the Wave Foundation at the Newport Aquarium, volunteer youth football/baseball and basketball coach, Assistant Scoutmaster and Environmental Science Merit Badge Counselor for the Boy Scouts of America and volunteer scuba diver for the Wave Foundation at the Newport Aquarium. Rob and his wife, Anne, have two great sons (John and Ben) that have been instrumental in getting their dad involved in all of these wonderful activities.