Robert C. McMaster, CFP®

Personal:

• Life Resident of Montgomery County, PA.
• Married to wife Debbie, they have 3 children, Skyla (15), Sophia (14) & Jaxon (11).
• Hobbies include golf, billiards, and the outdoors. 

Qualifications: 

• Service as Financial Advisor since 1999 
• Bachelors of Science in Business Management, West Chester University (1999)
• Certified from the CFP® Board of Standards 
• Registered Representative of MML Investor Services (Series 6, 63, 65 & 7) 
• Qualifying & Life Member Million Dollar Round Table 
• Named in Philadelphia Magazine December 2013 - 2019 and 2022-2023 as a Five Star Wealth Manager

The Five Star Wealth Manager Award was issued by Five Star Professional (FSP). The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For more information, visit www.fivestarprofessional.com. 

2023: Issued on 11/01/2023 for the period 02/13/2023 - 08/31/2023; 2022: Issued on 11/1/22, for the period 2/21/22 - 8/19/22; 2019: Issued on 11/01/19, for the period 12/6/18 - 07/19/19; 2018: Issued on 11/01/18, for the period 10/19/17 - 07/11/18; 2017: Issued on 07/01/17, for the period 10/19/16 - 05/04/17; 2016: Issued on 06/01/16, for the period 11/30/15 - 05/05/16; 2015: Issued on 07/01/15, for the period 11/30/14 - 05/05/15;2014: Issued 07/01/14, for the period 11/30/13 - 05/05/14; 2013: Issued on 07/01/13, for the period 11/30/12 - 05/05/13.