Robert Tilson, CFP®
Founder & Senior Advisor, CFP®, CPA
About
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.
EXPERIENCE
Bob’s approach is planning-led and relationship-driven. He spends the time other advisors skip: learning what matters most to each family, mapping out comprehensive wealth management strategies, and walking clients through life’s most complex financial decisions with calm, clear guidance. His work spans retirement planning, estate coordination, tax strategy, and the kind of intergenerational conversations that require both expertise and empathy. As the firm’s founder, Bob has also built the next generation of leadership, ensuring that the service his clients count on will continue long after he steps back.
Credentials and Education
CERTIFIED FINANCIAL PLANNER™ (CFP®). Bachelor of Engineering and MBA in Business Administration and Finance, Rutgers University. Board member, Joan Capps Foundation. Member, Local Financial Planning Association.
Beyond The Office
Bob splits his time between New Providence, NJ and Naples, FL with his wife, Cindy. Outside the office, he can be found on the golf course, the tennis court, or spending time with his kids and grandchildren.
More from the team
Tilson Financial Group brings clarity, confidence, and presence when it counts.
The Tilson Financial Group, Inc. is a Registered Investment Adviser registered with the Securities and Exchange Commission. The material provided is for educational purposes.
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