The people
behind the plan.

Bob founded Tilson Financial Group in 1991 with a simple conviction: clients deserve an advisor who knows them, not just their account balance. More than three decades later, that conviction hasn’t changed. He has built a firm where every client relationship is personal, every phone call is answered by someone who knows your name, and every financial plan reflects the life behind the numbers. Many of the families Bob works with today have been with the firm since its earliest years, a track record of trust that speaks louder than any credential.

Rob represents the next chapter of Tilson Financial Group. Before joining the firm in 2016, he spent six years at Gabelli & Partners, a money management firm in Rye, NY, where he developed a sharp eye for investment analysis and an aptitude for deepening client relationships. At Tilson, Rob has stepped into a leadership role shaped by the same values his father built the firm on: know your clients deeply, respond quickly, and never treat financial planning as an afterthought. He’s driven by a commitment to growing the firm while keeping its service model personal and human.

Eric joined Tilson Financial Group in 2021 after six years at Prudential Financial, bringing institutional-scale experience to a firm built on personal relationships. His background in insurance and investment management gives him a unique vantage point on risk, and his commitment to responsiveness reflects the Tilson standard: every client question answered within 24 hours, every concern taken seriously, every plan treated as personal. As part of the firm’s next-generation leadership alongside his brother Rob, Eric is focused on ensuring that the service model clients rely on today is built to last.

John brings a rare combination of depth to the advisory table. With credentials spanning financial planning, public accounting, and investment analysis, he approaches every client relationship with the kind of rigor that turns complexity into confidence. Since 1994, John has worked closely with families navigating retirement, portfolio design, risk management, and long-range financial planning. He doesn’t simplify by cutting corners. He simplifies by doing the hard work so his clients don’t have to.

Anthony has been part of the Tilson team since 2010, and in that time he’s become one of the firm’s most trusted voices on research, analysis, and financial planning. His approach is methodical and thoughtful. He’s the kind of advisor who thinks everything through, debates investment ideas with the team, and doesn’t move forward until the strategy is sound. For clients, that means every recommendation has been stress-tested, every projection grounded in discipline, and every plan built with care.

Mike has been part of Tilson Financial Group for over 25 years, and in that time he’s become one of the firm’s most experienced voices on the intersection of tax strategy and long-term financial security. A CPA since 1983, Mike doesn’t treat tax planning as a seasonal exercise. He treats it as a year-round discipline that shapes every financial decision a family makes. His clients trust him because he brings decades of real-world expertise to the table, and because he takes the time to understand what security actually looks like for each household he serves.

Leo has been with Tilson Financial Group for over 25 years, bringing a distinctive blend of financial analysis, tax expertise, and strategic planning to every client relationship. His background in both accounting and business administration gives him the ability to see the full financial picture, not just the portfolio, but the tax landscape, the estate plan, and the long-term wealth strategy that connects them all. Leo is the kind of advisor who digs into the details because he knows that’s where the real value lives.